Google Forms + Redtail CRM

Create contacts in Redtail CRM from new or updated Google Forms responses

Make your customer relationship management more efficient with this workflow. When there's a new or updated response in Google Forms, it creates a new contact in Redtail CRM. This not only saves you the trouble of manually entering data, but also ensures your contact lists in Redtail CRM stay up-to-date with the latest information. So, streamline your lead management process, and focus more on building impactful relationships.

Make your customer relationship management more efficient with this workflow. When there's a new or updated response in Google Forms, it creates a new contact in Redtail CRM. This not only saves you the trouble of manually entering data, but also ensures your contact lists in Redtail CRM stay up-to-date with the latest information. So, streamline your lead management process, and focus more on building impactful relationships.

  1. When this happens...
    Google FormsGoogle Forms
    New or Updated Form Response

    Triggers when a form response is added or modified.

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

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

google-forms logo
google-forms logo

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn more

Related categories

  • Forms & Surveys
  • Google

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Zapier Interfaces

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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