Ninja Forms + Redtail CRM

Create new Redtail CRM contacts from new Ninja Forms submissions

With this workflow, streamline your data management process by instantly creating new contacts in Redtail CRM every time there's a new form submission in Ninja Forms. No more manual data transfer, this automation makes your customer updates efficient and timely, ensuring you never miss a beat in managing your leads. Keep everything in one place and remain updated on each contact with ease.

With this workflow, streamline your data management process by instantly creating new contacts in Redtail CRM every time there's a new form submission in Ninja Forms. No more manual data transfer, this automation makes your customer updates efficient and timely, ensuring you never miss a beat in managing your leads. Keep everything in one place and remain updated on each contact with ease.

  1. When this happens...
    Ninja FormsNinja Forms
    New Form Submission

    Triggers when a form is submitted.

    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

ninjaforms logo
ninjaforms logo

About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.
Learn more

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  • Forms & Surveys
  • WordPress

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redtailcrm logo
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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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