Redtail CRM + Zoom Scheduler

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 Created
Triggers when a scheduled event is created.
TriggerInstant
automatically do this!
Create Activity
Creates a new activity in your database.
ActionWrite

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Supported triggers and actions

Scheduled Event Canceled
Triggers when a scheduled event is canceled.
Trigger
Instant
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- event idRequired
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 NameRequired
- Last NameRequired
- 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
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- 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 idRequired
- user emailRequired
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
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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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Redtail CRM + Zoom Scheduler

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

Supported triggers and actions

Scheduled Event Canceled

Cancel Scheduled Event

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Scheduled Event Created

Mark Invitee as No Show

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

About Zoom Scheduler

Related categories

Related Zap Templates

Related Zap Templates