Redtail CRM

Redtail CRM Help & Support

  • How to Get Started with Redtail CRM on Zapier
  • Popular Things to do with Redtail CRM
  • Common Problems with Redtail CRM on Zapier

How to Get Started with Redtail CRM on Zapier

To get started with Redtail CRM on Zapier first you will need to click to connect your Redtail CRM account to use with your Zap.

Next, you'll be asked to enter your Redtail CRM's API key.

How to get your Redtail API key#

To locate your API Key in your Redtail CRM account, please follow these steps:

  • To enable Zapier within Redtail, head over to Manage Your Integrations to your Enabled tab, scroll down to the Zapier widget and click the cog to access Settings.
  • After clicking Settings, you'll see a Zapier Token modal. You'll want to copy this Token, as you'll need it to connect Redtail to Zapier.

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Redtail CRM account will now be successfully connected.

Popular Things to do with Redtail CRM

Create new Google Calendar events from Redtail CRM activities

Redtail CRM + Google Calendar

Try It

Create new activities in Redtail CRM for ScheduleOnce scheduled bookings

ScheduleOnce + Redtail CRM

Add new Facebook Lead Ad leads to Redtail CRM as contacts

Facebook Lead Ads + Redtail CRM

Create contacts in Redtail for new Calendly invitees

Calendly + Redtail CRM

Save new MailChimp subscribers as Redtail CRM contacts

Mailchimp + Redtail CRM

Create new Redtail CRM contacts from new bookings on ScheduleOnce

ScheduleOnce + Redtail CRM

Common Problems with Redtail CRM on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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