Redtail CRM

Redtail CRM + Freshdesk Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Freshdesk, with as many as 29 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Freshdesk 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 Contact

Triggers when a new customer is created.

Create Company

Allows you to create a Company entry in Freshdesk.

New Ticket Note

Triggers when a Note is added to a Ticket.

Create Ticket

Create a ticket in Freshdesk for your domain.

New Ticket

Triggers when there is a new ticket is created in Freshdesk.

Create Contact

Allows you to create a User/Customer in Freshdesk for your support domain.

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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.

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

See Freshdesk Integrations