Google Sheets + Redtail CRM

Create spreadsheet rows in Google Sheets for completed workflow steps in Redtail CRM

Simplify your task management and enhance your record accuracy with this seamless integration. Whenever a step is completed in Redtail CRM, a new row swiftly appears in Google Sheets. This intuitive workflow will save you time from manual data entry and allow you to focus on other crucial tasks, offering an efficient way to track your progress in real-time.

Simplify your task management and enhance your record accuracy with this seamless integration. Whenever a step is completed in Redtail CRM, a new row swiftly appears in Google Sheets. This intuitive workflow will save you time from manual data entry and allow you to focus on other crucial tasks, offering an efficient way to track your progress in real-time.

  1. When this happens...
    Redtail CRMRedtail CRM
    Workflow Step Completed

    Triggers when a Workflow Step is completed in your database .

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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
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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