Connect Gmail and Redtail CRM to unlock the power of automation
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Set up your first integration
Quickly connect Gmail to Redtail CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Gmail with Redtail CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Attachment" from Gmail.
Add your action
An action happens after the trigger—such as "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects Gmail and Redtail CRM, automating your workflow.
Supported triggers and actions
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.
- Label or mailbox
- Search keywords
Try ItTriggerPolling- Label or mailboxRequired
Try ItTriggerPolling- Label or mailbox
Try ItTriggerPolling- New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerPolling
- New Label
Triggers when you add a new label.
Try ItTriggerPolling - Label or mailboxRequired
Try ItTriggerPolling- Search keywordsRequired
Try ItTriggerPolling- Label/Mailbox
Try ItTriggerPolling
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Connect Gmail and Redtail CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Gmail on the Zapier blog
Frequently Asked Questions about Gmail + Redtail CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gmail and Redtail CRM
How do I connect Gmail with Redtail CRM using our platform?
Connecting Gmail with Redtail CRM through our platform involves creating a Zap. You start by selecting Gmail as the trigger app and choosing a specific event that will initiate the process, such as receiving a new email. Then, you set Redtail CRM as the action app and configure it to perform actions like creating a new contact or updating an existing one based on data from Gmail.
Can I integrate multiple Gmail accounts with Redtail CRM?
Yes, you can integrate multiple Gmail accounts with Redtail CRM. You'll need to set up separate Zaps for each account, each having its triggers and actions defined according to your needs.
What types of triggers can I use in Gmail for the integration?
For integrating Gmail with Redtail CRM, you can use triggers such as 'New Email,' 'New Labeled Email,' or 'New Attachment' in your Gmail account to automate various actions in Redtail CRM.
What kind of actions can I automate in Redtail CRM through this integration?
You can automate various actions in Redtail CRM like creating new contacts, adding notes to client profiles, or updating deal statuses when a specific trigger is activated in your Gmail account.
Is it possible to filter emails before they trigger an action in Redtail CRM?
Absolutely. You can set up filters within your Zap configuration so that only emails meeting certain criteria—like those from a specific sender or containing certain keywords—trigger actions in Redtail CRM.
Do I need any special permissions to link my Gmail and Redtail CRM accounts?
To link your Gmail account with Redtail CRM, you'll need authorization permissions for both apps. This typically means you'll have to sign into both platforms through our interface and grant the necessary permissions for data exchange.
Can custom fields from emails be mapped when creating entries in Redtrail CRM?
Yes, you can map custom fields from incoming emails by using dynamic fields matching during setup. This allows specific email content to populate corresponding fields in entries created within your Redtrail CRM.
