Redtail CRM + Bookafy Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Bookafy, with as many as 16 possible integrations. Are you ready to find your productivity superpowers?
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
- A new customer registers on Bookafy
- Zapier adds that individual to Redtail CRM as a new contact
- Redtail CRM
It's easy to connect Redtail CRM + Bookafy and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new activity is created.
Creates a new activity.
Triggers when a new contact is created.
Creates a new contact.
Triggers when a new customer is added.
Creates a new opportunity.
Triggers when a new appointment is added.
Creates a new customer.
Triggers when a new appointment type is added.
Creates a new appointment.
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