Redtail CRM
When this happens...
BookafyNew Customer
Then do this...
Redtail CRMCreate New Contact

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Redtail CRM + Bookafy and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Customer

Triggers when a new customer is added.

Create New Opportunity

Creates a new opportunity.

New Appointment

Triggers when a new appointment is added.

Create Customer

Creates a new customer.

New Appointment Type

Triggers when a new appointment type is added.

Create Appointment

Creates a new appointment.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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.

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

See Bookafy Integrations