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Google Sheets + Redtail CRM

Create new Redtail CRM contacts from new Google Sheets rows

Easily manage your client information by setting up this workflow between Google Sheets and Redtail CRM. Whenever there's a new row added to your Google Sheets, a new contact will be created in Redtail CRM, keeping your customer database up-to-date and ensuring you never miss any potential clients. Boost your productivity and free up time by eliminating manual data entry task.

Easily manage your client information by setting up this workflow between Google Sheets and Redtail CRM. Whenever there's a new row added to your Google Sheets, a new contact will be created in Redtail CRM, keeping your customer database up-to-date and ensuring you never miss any potential clients. Boost your productivity and free up time by eliminating manual data entry task.

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

    Triggered when a new row is added to the bottom of 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

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    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 moreHelp

Related categories

  • Google
  • Spreadsheets

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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.

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