Google Sheets + Redtail CRM

Create Redtail CRM activities from new Google Sheets rows

Easily manage your contacts and stay organized with this workflow that connects Google Sheets and Redtail CRM. Whenever a new row is added to your Google Sheets spreadsheet, this automation will create a corresponding activity in Redtail CRM. Save time and streamline your data entry process with this seamless connection between your spreadsheet and CRM.

Easily manage your contacts and stay organized with this workflow that connects Google Sheets and Redtail CRM. Whenever a new row is added to your Google Sheets spreadsheet, this automation will create a corresponding activity in Redtail CRM. Save time and streamline your data entry process with this seamless connection between your spreadsheet and CRM.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

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

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Google
  • Spreadsheets

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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)

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