Google Sheets + Redtail CRM

Create contacts in Redtail CRM from new or updated rows in Google Sheets

Stay on top of your customer data with this efficient workflow. Whenever a new or updated row is made in Google Sheets, it instantly creates or revises a contact in Redtail CRM. This automatic process keeps your Google Sheets and Redtail CRM customer information in line, streamlining your data management and boosting productivity.

Stay on top of your customer data with this efficient workflow. Whenever a new or updated row is made in Google Sheets, it instantly creates or revises a contact in Redtail CRM. This automatic process keeps your Google Sheets and Redtail CRM customer information in line, streamlining your data management and boosting productivity.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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