Redtail CRM + The Bot Forge

Create Redtail CRM contacts from new The Bot Forge contact form submissions

This Zapier integration streamlines client management by automatically creating a contact in Redtail CRM whenever a new contact form submission is received from The Bot Forge chatbot. This integration helps you maintain accurate and up-to-date client records, facilitating efficient follow-up and improving overall client relationship management.

This Zapier integration streamlines client management by automatically creating a contact in Redtail CRM whenever a new contact form submission is received from The Bot Forge chatbot. This integration helps you maintain accurate and up-to-date client records, facilitating efficient follow-up and improving overall client relationship management.

  1. When this happens...
    The Bot ForgeThe Bot Forge
    New Contact Form Submission

    Triggers when a user submits the contact form.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

redtailcrm logo
redtailcrm logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
the-bot-forge logo
the-bot-forge logo

About The Bot Forge

The Bot Forge is an AI chatbot creation app for websites, training, sales, internal bots, & more.

Related categories

  • AI Tools