Redtail CRM

Redtail CRM + Google Drive Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Google Drive, with as many as 26 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Google Drive 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 File in Folder

Triggers when a new file is added directly to a specific folder (but not its subfolders).

Create File from Text

Create a new file from plain text.

New File

Triggers when any new file is added (inside of any folder).

Upload File

Copies an existing file from another service to Google Drive.

Updated File

Triggers when a file is updated in a specific folder (but not its subfolders).

Create Folder

Create a new, empty folder.

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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.

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

See Google Drive Integrations