Redtail CRM + Zoho Calendar

Redtail CRM + Zoho Calendar integrations

Create activities in Redtail CRM when new events are created in Zoho Calendar

Take advantage of this efficient workflow to streamline your scheduling process between Zoho Calendar and Redtail CRM. With this setup, any new event created in your Zoho Calendar will instantly initiate the creation of a new activity in the Redtail CRM. This seamless connection allows you to stay organized and efficient, eliminating the need for you to manually input data from one platform to another.

When this happens...
Event CreatedTriggers when an event is created.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity in your database.
ActionWrite

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More things you can do with Zoho Calendar and Redtail CRM

Discover other triggers and actions you can use with Zoho Calendar and Redtail CRM

Calendar Deleted
Triggers when a calendar is deleted.
Trigger
Instant
Try It
Event Created
Triggers when an event is created.
Trigger
Instant
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Event Updated
Triggers when an event is updated.
Trigger
Instant
Try It
Calendar Shared
Triggers when a Calendar is shared.
Trigger
Instant
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- Calendar
  Required
- Event
  Required
Action
Write

- Calendar
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Write
- Calendar
  Required
- Event
  Required
- Title
  Required
- Start time
  Required
- End time
  Required
- Is all day
- Color
- Description
- Location
- Private
- Attendees
- Add to free/busy schedule
- Allow Forward
Action
Write

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Calendar Updated
Triggers when an existing calendar is updated.
Trigger
Instant
Try It
Deleted Event
Triggers when an event is deleted.
Trigger
Instant
Try It
Calendar Created
Triggers when a new calendar is created.
Trigger
Instant
Try It
- Name
  Required
- Include in my Free/Busy sharing
  Required
- Description
Action
Write
- Calendar
  Required
- Title
  Required
- Start time
  Required
- End time
  Required
- Is all day
- Color
- Description
- Location
- Private
- Attendees
- Add to free/busy schedule
- Allow Forward
Action
Write
- Describe Event
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

About Redtail CRM

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.

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About Zoho Calendar

Zoho Calendar is an online personal and business calendar app that helps you plan your schedule, track daily agenda, and manage team events.

Learn moreLearn moreHelpHelp

Related categories

Calendar

Zoho