Paperform + Redtail CRM

Paperform + Redtail CRM integrations

Create new Redtail CRM contacts from new Paperform form submissions

Streamline your contact management process with this efficient workflow. When a new form submission occurs in Paperform, a new contact is instantly created in Redtail CRM. This automation saves you precious time on data entry and helps ensure that no new contacts slip through the cracks. Experience a seamless transition of contact information from form entries to your CRM.

When this happens...
New Form SubmissionTriggers when a new submission is received for a form.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with Paperform and Redtail CRM

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

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
- Form Partial Submission ID
  Required
Action
Write
- Form
- Form Submission ID
  Required
Action
Write
- Space Name
  Required
Action
Write

- Form
  Required
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- Form
  Required
- Form Product
  Required
- Name
- Price
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write

- Form
  Required
- Form Product
  Required
- Sold
  Required
Action
Write
- Form
  Required
- Form Field Title
  Required
Action
Search
- Form ID
  Required
- Form Field Title
  Required
Action
Search
- Space Name
  Required
Action
Search
- Space Name
  Required
- Space Name
  Required
Action
Search or 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 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
- 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

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Coupon Code
  Required
Action
Write
- Form
  Required
- Form Product
  Required
Action
Write
- Form
  Required
- Field
  Required
- SKU
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Coupon Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Field
  Required
- Title
  Required
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- Form
  Required
- Form Product
  Required
- Available Quantity
  Required
Action
Write
- Space
  Required
- Space Name
  Required
Action
Write
- Form Title
  Required
- Space
Action
Search
- Form
  Required
- Form Product Name
  Required
Action
Search
- Form
  Required
- Form Product Name
  Required
- Field
  Required
- SKU
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write
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
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
- 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

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

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Forms & Surveys

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Zapier Forms

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