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Ninja Forms + Redtail CRM

Create new Redtail CRM contacts from new Ninja Forms submissions

With this workflow, streamline your data management process by instantly creating new contacts in Redtail CRM every time there's a new form submission in Ninja Forms. No more manual data transfer, this automation makes your customer updates efficient and timely, ensuring you never miss a beat in managing your leads. Keep everything in one place and remain updated on each contact with ease.

With this workflow, streamline your data management process by instantly creating new contacts in Redtail CRM every time there's a new form submission in Ninja Forms. No more manual data transfer, this automation makes your customer updates efficient and timely, ensuring you never miss a beat in managing your leads. Keep everything in one place and remain updated on each contact with ease.

  1. When this happens...
    Ninja FormsNinja Forms
    New Form Submission

    Triggers when a form is submitted.

    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?
  • Ninja Forms triggers, actions, and search

    New Form Submission

    Triggers when a form is submitted.

    Trigger
    Instant
    Try It
  • 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
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ninjaforms logo

About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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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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