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.

Click to connect Redtail CRM

Next, you'll be asked to enter your Redtail Zapier Token. Instructions are on the pop up:

Redtail CRM Token

If your token was entered correctly your Redtail CRM account will now be successfully connected.

Redtail CRM connection successfull

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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