1.Checks excluded sender
Integrate Zapier Tables and exclusion table tools to find a matching sender and stop the workflow when excluded.
Create a client CRM note from new email
Automatically check new inbox emails across Zapier Tables and Redtail CRM. Create and update CRM notes when inbox emails arrive or excluded sender matches or contact records are missingβso you can log message context, create contacts, and keep follow-up clean without manual logging.
How this automation builds complete CRM context
When new inbox emails arrive from unverified sources, conversation context can get lost. This automation checks excluded senders, finds or creates contacts, and creates CRM notes automaticallyβso your team can keep every message on record without manual logging.
Zapier Tablesor swap with your favorite app
2.Finds contact by email
Integrate Redtail CRM and contact search tools to look up a contact by the sender email and branch on misses.
Redtail CRMor swap with your favorite app
3.Parses sender name
Integrate Code by Zapier and parsing tools to extract first and last name for contact creation when no contact exists.
Code by Zapieror swap with your favorite app
4.Creates contact or note
Integrate Redtail CRM and email note storage tools to create a contact or a note and attach it to the record.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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