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Redtail CRM + Zoom

Create Zoom webinar registrants from new Redtail CRM activities

Effortlessly streamline your webinar registration process with this workflow that connects Redtail CRM and Zoom. Whenever a new activity is created in Redtail CRM, a webinar registrant will be added to a Zoom event, ensuring a smooth and efficient registration process for your attendees without any manual intervention needed. Enhance your event management and save valuable time with this seamless integration.

Effortlessly streamline your webinar registration process with this workflow that connects Redtail CRM and Zoom. Whenever a new activity is created in Redtail CRM, a webinar registrant will be added to a Zoom event, ensuring a smooth and efficient registration process for your attendees without any manual intervention needed. Enhance your event management and save valuable time with this seamless integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ZoomZoom
    Create Webinar Registrant

    Creates a new webinar registrant.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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)

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zoom logo

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

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