Skip to content
Ninja Forms logoNinja Forms logo
Redtail CRM logoRedtail CRM logo
Ninja Forms logoNinja Forms logo
Redtail CRM logoRedtail CRM logo

Ninja Forms + Redtail CRM

Ninja Forms + Redtail CRM

Ninja Forms + Redtail CRM integrations

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.

  1. When this happens...
    New Form Submission
    New Form Submission
    New Form SubmissionTriggers when a form is submitted.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact in your database.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Ninja Forms and Redtail CRM

Discover other triggers and actions you can use with Ninja Forms and Redtail CRM

  • 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
ninjaforms logo
About Ninja Forms
Ninja Forms is the easiest and most flexible WordPress Form builder.
Related categories
Similar apps
Gravity Forms integrationsGravity Forms integrations
Gravity Forms
Forms & Surveys, WordPress
Formidable Forms integrationsFormidable Forms integrations
Formidable Forms
Forms & Surveys, WordPress
FormKeep integrationsFormKeep integrations
FormKeep
Forms & Surveys
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.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier