Create integrations between Sales Cookie and Redtail CRM to automate any workflow
Quickly automate workflows with Sales Cookie and Redtail CRM using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan NameRequired
Try It- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
Try It - Contact Deleted
Triggers when a new contact is deleted in your database.
Try It
- Transaction DateRequired
- Unique ID
- Revenue
- Profit
- Currency
- Transaction Status
- Customer
- Product / Service
- Owner / Sold By #1
- Owner / Sold By #2
- Owner / Sold By #3
- Team / Territory #1
- Team / Territory #2
- Team / Territory #3
- Quantity
- Cost Per Unit
- Taxes
- Other Text #1
- Other Text #2
- Other Text #3
- Other Numeric #1
- Other Numeric #2
- Other Numeric #3
- Other Date #1
- Other Date #2
- Other Date #3
- Activity Deleted
Triggers when an activity is deleted in your database.
Try It - Contact Created
Triggers when a new contact is created in your database.
Try It - Contact Updated
Triggers when an existing contact is updated in your database.
Try It