Redtail CRM Integrations

Name: Zapier
Availability: InStock

Put Redtail CRM to work with AI and enterprise-grade automation

Automate smarter with Redtail CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

OnceHub

Scheduling & Booking

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Constant Contact

Email Newsletters

Google Sheets

Google, Spreadsheets

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

OnceHub

Scheduling & Booking

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Constant Contact

Email Newsletters

OnceHub

Scheduling & Booking

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Constant Contact

Email Newsletters

Google Sheets

Google, Spreadsheets

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Create activities in Redtail CRM for new OnceHub bookings
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OnceHub + Redtail CRM
Create Redtail CRM contacts from new bookings in OnceHub
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OnceHub + Redtail CRM
Create Redtail CRM activities from new Calendly invitees
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Calendly + Redtail CRM
Create new Google Calendar events from Redtail CRM activities
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Redtail CRM + Google Calendar
Create Redtail CRM contacts from new Jotform submissions
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Jotform + Redtail CRM
Update Mailchimp subscribers when Redtail CRM contacts are updated
Details
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Redtail CRM + Mailchimp

Create activities in Redtail CRM for new OnceHub bookings

Details

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OnceHub + Redtail CRM

Create Redtail CRM contacts from new bookings in OnceHub

Details

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OnceHub + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

Details

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Calendly + Redtail CRM

Create new Google Calendar events from Redtail CRM activities

Details

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Redtail CRM + Google Calendar

Create Redtail CRM contacts from new Jotform submissions

Details

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Jotform + Redtail CRM

Update Mailchimp subscribers when Redtail CRM contacts are updated

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Redtail CRM + Mailchimp

Create emails in Microsoft Outlook for new activities in Redtail CRM

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Redtail CRM + Microsoft Outlook

Create activities in Redtail from new calendar events in Microsoft Outlook

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Microsoft Outlook + Redtail CRM

Add new Redtail CRM contacts as Mailchimp subscribers

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Redtail CRM + Mailchimp

Log ended RingCentral calls as new activities in Redtail CRM

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RingCentral + Redtail CRM

Add new Facebook Lead Ad leads to Redtail CRM

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Facebook Lead Ads + Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

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Calendly + Redtail CRM

Create emails in Microsoft Outlook for new activities in Redtail CRM
Details
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Redtail CRM + Microsoft Outlook
Create activities in Redtail from new calendar events in Microsoft Outlook
Details
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Microsoft Outlook + Redtail CRM
Add new Redtail CRM contacts as Mailchimp subscribers
Details
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Redtail CRM + Mailchimp
Log ended RingCentral calls as new activities in Redtail CRM
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RingCentral + Redtail CRM
Add new Facebook Lead Ad leads to Redtail CRM
Premium
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Facebook Lead Ads + Redtail CRM
Create Redtail CRM activities for new invitee canceled events in Calendly
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Calendly + Redtail CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- 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

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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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

Redtail CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

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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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Redtail CRM Integrations

Put Redtail CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create activities in Redtail CRM for new OnceHub bookings

Create Redtail CRM contacts from new bookings in OnceHub

Create Redtail CRM activities from new Calendly invitees

Create new Google Calendar events from Redtail CRM activities

Create Redtail CRM contacts from new Jotform submissions

Update Mailchimp subscribers when Redtail CRM contacts are updated

Create activities in Redtail CRM for new OnceHub bookings

Create Redtail CRM contacts from new bookings in OnceHub

Create Redtail CRM activities from new Calendly invitees

Create new Google Calendar events from Redtail CRM activities

Create Redtail CRM contacts from new Jotform submissions

Update Mailchimp subscribers when Redtail CRM contacts are updated

Create emails in Microsoft Outlook for new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Add new Redtail CRM contacts as Mailchimp subscribers

Log ended RingCentral calls as new activities in Redtail CRM

Add new Facebook Lead Ad leads to Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

Create emails in Microsoft Outlook for new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Add new Redtail CRM contacts as Mailchimp subscribers

Log ended RingCentral calls as new activities in Redtail CRM

Add new Facebook Lead Ad leads to Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

Supported triggers and actions