Redtail CRM
When this happens...
Redtail CRMNew Activity
Then do this...
Google SheetsCreate Spreadsheet Row

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

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Redtail CRM + Google Sheets 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 Spreadsheet Row

Notifies your Zap when a new row is added to the bottom of a spreadsheet.

Create Worksheet

Create a blank worksheet with a title. Optionally, provide headers.

New or Updated Spreadsheet Row

Notifies your Zap when a new row is added or modified in a spreadsheet.

Create Spreadsheet Row

Create a new row in a specific spreadsheet.

New Worksheet

Triggered when you create a new worksheet in a spreadsheet.

Update Spreadsheet Row

Update a row in a specific spreadsheet.

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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.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

See Google Sheets Integrations