Redtail CRM Integrations

CRM (Customer Relationship Management)

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OnceHub

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

Acuity Scheduling

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Paths by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

Google Calendar

Calendar, Google

Webhooks by Zapier

Developer Tools, Zapier

Microsoft Excel

Microsoft, Spreadsheets

OnceHub

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

Acuity Scheduling

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Paths by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

OnceHub

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

Acuity Scheduling

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Paths by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

Google Calendar

Calendar, Google

Webhooks by Zapier

Developer Tools, Zapier

Microsoft Excel

Microsoft, Spreadsheets

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Quickly automate Redtail CRM integrations with Zapier's templates

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 new Google Calendar events from Redtail CRM activities
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Redtail CRM + Google Calendar
Create contacts in Redtail for new Calendly invitees
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Calendly + Redtail CRM
Create Redtail CRM activities from new Calendly invitees
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Calendly + Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook
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Microsoft Outlook + Redtail CRM

Create activities in Redtail CRM for new OnceHub bookings

OnceHub + Redtail CRM

Create Redtail CRM contacts from new bookings in OnceHub

OnceHub + Redtail CRM

Create new Google Calendar events from Redtail CRM activities

Redtail CRM + Google Calendar

Create contacts in Redtail for new Calendly invitees

Calendly + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

Calendly + Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Microsoft Outlook + Redtail CRM

Supported triggers and actions

What does this mean?

Activity Created
Triggers when a new activity is created in your database.
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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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- 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
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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

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)

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Popular Redtail CRM Integrations