Redtail CRM

Redtail CRM Integrations

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Redtail CRM Integration Details

Launched on Zapier April 9, 2016

Zapier combines Triggers (like "New Activity") and Actions (like "Create New Activity") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Redtail CRM Triggers, Searches, and Actions are supported by Zapier:

Create New Activity

Creates a new activity.

Create New Contact

Creates a new contact.

Create New Opportunity

Creates a new opportunity.

New Activity

Triggers when a new activity is created.

New Contact

Triggers when a new contact is created.

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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.