Groove + Redtail CRM

Create Groove tickets for new Redtail CRM contacts

Effortlessly manage your customer support by creating new Groove tickets when contacts are added in Redtail CRM. This seamless workflow ensures prompt assistance for your newly added clients, enhancing your customer service process and boosting efficiency. Never miss a beat with your client support and let the automation handle the rest.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create New TicketStarts a new ticket for your customer.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Groove

Discover other triggers and actions you can use with Redtail CRM and Groove

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
- Linked To
Trigger
Polling
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It

Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write

- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
Agent Invited
Triggers when an agent is created.
Trigger
Instant
Try It
- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
Try It
Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
Try It
- Ticket Number
  Required
- Message
  Required
Action
Write
- Ticket Number
  Required
Action
Write
- Ticket Number
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Search or write
Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
Try It
Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
Try It
- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
Try It
Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
Try It
- Ticket Number
  Required
- Agent
  Required
Action
Write
- Body
  Required
- From
  Required
- To
  Required
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket Number
  Required
- State
  Required
Action
Write

About Groove

The simple helpdesk for SaaS and eCommerce businesses.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Similar apps

Help Scout

Customer Support

Tender Support

Customer Support

SupportBee

Customer Support

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier