Redtail CRM + Zoom Scheduler

Redtail CRM + Zoom Scheduler integrations

Generate activities in Redtail CRM when new scheduled events are created in Zoom Scheduler

When a new event is scheduled in your Zoom Scheduler, this workflow swiftly moves the information over to the Redtail CRM as an activity. It enables streamlined updates on your business calendar, without the need for manual data entry, saving you precious time and ensuring accuracy. Reduce scheduling errors and stay on top of your tasks with this seamless workflow.

When this happens...
Scheduled Event CreatedTriggers when a scheduled 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 Zoom Scheduler and Redtail CRM

Discover other triggers and actions you can use with Zoom Scheduler and Redtail CRM

Scheduled Event Canceled
Triggers when a scheduled event is canceled.
Trigger
Instant
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- event id
  Required
Action
Write
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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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
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- 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

Scheduled Event Created
Triggers when a scheduled event is created.
Trigger
Instant
Try It
- event id
  Required
- user email
  Required
Action
Write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoom Scheduler

Zoom Scheduler is a booking tool that triggers automated workflows when events are scheduled or cancelled,enabling actions like cancelling conflicting bookings

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Related categories

Communication

Related Zap Templates

Create activities in Redtail CRM when scheduled events are canceled in Zoom Scheduler

Related Zap Templates

Create activities in Redtail CRM when scheduled events are canceled in Zoom Scheduler