Redtail CRM Integrations

  • Create new Google Calendar events from Redtail CRM activities

    Stay organized and schedule follow-ups on your calendar when new activities are added to your CRM. Once activated, this integration will automatically create new Google Calendar events for activities added to your Retail CRM account so you'll be reminded to take action.

    How this Redtail CRM-Google Calendar integration works

    1. An activity is created in Redtail CRM
    2. Zapier adds a new event to Google Calendar

    Apps involved

    • Redtail CRM
    • Google Calendar
  • Create new activities in Redtail CRM for ScheduleOnce scheduled bookings

    Need to keep track of scheduled bookings in your CRM? Once configured, Zapier will automatically add a new Redtail CRM activity when a scheduled booking is created on ScheduleOnce.

    How this ScheduleOnce-Redtail CRM integration works

    1. A scheduled booking is created on ScheduleOnce
    2. Zapier creates a new activity in Redtail CRM

    Apps involved

    • ScheduleOnce
    • Redtail CRM
  • Add new Facebook Lead Ad leads to Redtail CRM as contacts

    Your CRM is only as useful as the information in it. Make sure all your contacts' info--including information about new leads--is in your CRM, so you can quickly act on the data. Use this Zap to automatically add new Facebook Lead Ad leads to Redtail CRM as contacts. That way, you can avoid manually entering all the new information into Redtail CRM yourself.

    How this Facebook Lead Ads-Redtail CRM integration works

    1. A new lead is created in Facebook Lead Ads
    2. Zapier creates a contact in Redtail CRM

    Apps involved

    • Facebook Lead Ads
    • Redtail CRM
  • Create contacts in Redtail for new Calendly invitees

    Want to keep track of people after you have meetings with them? Adding them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Redtail contacts from newly scheduled Calendly events, to help you keep the relationship going.

    Note: This Zapier integration doesn't import invitees that were created prior to Zap set up, only new Calendly invitees created after it is set up.

    How It Works

    1. A new Calendly event is created
    2. Zapier creates a contact in Redtail

    What You Need

    • A Calendly premium account
    • A Redtail account
  • Save new MailChimp subscribers as Redtail CRM contacts

    Don't waste time manually adding new MailChimp subscribers as contacts in your CRM. Let Zapier do it for you! Once set up, this integration will automatically create new Redtail CRM contacts for new MailChimp subscribers from a specified list so you can rest assured that your contact information is always up-to-date.

    How this MailChimp-Redtail CRM integration works

    1. You get a new MailChimp subscriber
    2. Zapier creates a new contact in Redtail CRM

    Apps involved

    • MailChimp
    • Redtail CRM
  • Create new Redtail CRM contacts from new bookings on ScheduleOnce

    Now that you have that appointment, it's time to prepare—no time to waste entering contacts manually. Set up this Zapier automation, and with each new booking you receive on ScheduleOnce, we'll automatically create a new contact on Redtail CRM.

    How this Redtail CRM-ScheduleOnce integration works

    1. A new booking is received on ScheduleOnce
    2. Zapier adds a new contact to Redtail CRM

    Apps involved

    • ScheduleOnce
    • Redtail CRM
  • Create new Redtail CRM contacts for new PreciseFP clients and prospects

    With the help of Zapier, you don't need to manually add your new PreciseFP clients/prospects to Redtail CRM. This integration will automatically add every new PreciseFP client and prospect to Redtail CRM as a new contact.

    How this PreciseFP-Redtail CRM integration works.

    1. New client/prospect is created in PreciseFP
    2. Zapier creates a new contact in Redtail CRM

    Apps involved

    • PreciseFP
    • Redtail CRM
  • Create Trello cards for new Redtail CRM activities

    Are you managing your clients in your CRM but using a to-do list to keep track of tasks? Once set up, this Zapier integration will automatically create a new card in Trello whenever a new activity is created in Redtail CRM to help you stay organized.

    How this Redtail CRM-Trello integration works

    1. A new activity is created in Redtail CRM
    2. Zapier adds a new card to a Trello list

    Apps involved

    • Redtail CRM
    • Trello
  • Track activities in Redtail CRM on Google Sheets

    Using a shared spreadsheet can be useful when tracking productivity. With this Zapier integration, new activities in Redtail CRM will be automatically added as a new row in a Google Sheets spreadsheet so you can easily keep track of your upcoming activities.

    How this Redtail CRM-Google Sheets integration works

    1. A new activity is created in Redtail CRM
    2. Zapier adds the activity as a new row in Google Sheets

    Apps involved

    • Redtail CRM
    • Google Sheets
  • Add Redtail CRM activities when PreciseFP forms are closed

    When one of your clients completes a form, there is a significant amount of vital data to be analyzed. This integration will add a new Redtail CRM activity whenever a PreciseFP form is closed, so that you can keep track of PreciseFP forms you need to review from within your Redtail CRM.

    How this PreciseFP-Redtail CRM integration works.

    1. New form is closed in PreciseFP
    2. Zapier adds a new activity in Redtail CRM

    Apps involved

    • PreciseFP
    • Redtail CRM
  • Add Asana tasks for new Redtail CRM activities

    Keeping track of all your daily activities can be difficult. If you're using Asana to track your daily to-do's, this Zapier integration can help! Once activated, everytime a new activity is created in Redtail CRM, a new task will be added to Asana automatically.

    How this Redtail CRM-Asana integration works

    1. A new activity is created in Redtail CRM
    2. Zapier adds a new task to Asana

    Apps involved

    • Redtail CRM
    • Asana
  • Create agreements for new contacts in Redtail CRM with WebMerge

    Need to populate contracts, agreements, proposals and other documents from Redtail CRM? Setup this Redtail-WebMerge integration and each time you add a new record to Redtail CRM, Zapier will send the data to your WebMerge template.

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Redtail-WebMerge integration works

    1. A new contact is created in Redtail CRM
    2. Zapier automatically sends data to WebMerge

    Apps involved

    • Redtail CRM
    • WebMerge
  • Add new Redtail CRM contacts to SendPulse as subscribers

    Importing leads manually is a waste of time. Setting up this Redtail CRM-SendPulse integration ensures new contacts will be automatically added to your SendPulse mailing list while you're free to working on your mailing list.

    How It Works

    1. Add a new contact in Redtail CRM.
    2. Zapier creates a new contact in SendPulse.

    Apps involved

    • Redtail CRM
    • SendPulse
  • Add new Bookafy customers to Redtail CRM as contacts

    Redtail CRM is cost-effective, easy to use, cloud-based solution for today’s financial professional. Use Zapier to connect Redtail CRM with Bookafy and perform an automation that creates new Bookafy customers directly into Redtail CRM as contacts

    How this Bookafy-Redtail integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual to Redtail CRM as a new contact

    Apps involved

    • Bookafy
    • Redtail CRM

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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.