Redtail CRM + Zoho Calendar

Create activities in Redtail CRM when new events are created in Zoho Calendar

Take advantage of this efficient workflow to streamline your scheduling process between Zoho Calendar and Redtail CRM. With this setup, any new event created in your Zoho Calendar will instantly initiate the creation of a new activity in the Redtail CRM. This seamless connection allows you to stay organized and efficient, eliminating the need for you to manually input data from one platform to another.

When this happens...
Event Created
Triggers when an event is created.
TriggerInstant
automatically do this!
Create Activity
Creates a new activity in your database.
ActionWrite

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Supported triggers and actions

Calendar Deleted
Triggers when a calendar is deleted.
Trigger
Instant
Try It
Event Created
Triggers when an event is created.
Trigger
Instant
Try It
Event Updated
Triggers when an event is updated.
Trigger
Instant
Try It
Calendar Shared
Triggers when a Calendar is shared.
Trigger
Instant
Try It
- CalendarRequired
- EventRequired
Action
Write

- CalendarRequired
- Search Term
- Start Date & Time
- End Date & Time
Action
Write
- CalendarRequired
- EventRequired
- TitleRequired
- Start timeRequired
- End timeRequired
- Is all day
- Color
- Description
- Location
- Private
- Attendees
- Add to free/busy schedule
- Allow Forward
Action
Write

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Calendar Updated
Triggers when an existing calendar is updated.
Trigger
Instant
Try It
Deleted Event
Triggers when an event is deleted.
Trigger
Instant
Try It
Calendar Created
Triggers when a new calendar is created.
Trigger
Instant
Try It
- NameRequired
- Include in my Free/Busy sharingRequired
- Description
Action
Write
- CalendarRequired
- TitleRequired
- Start timeRequired
- End timeRequired
- Is all day
- Color
- Description
- Location
- Private
- Attendees
- Add to free/busy schedule
- Allow Forward
Action
Write
- Describe EventRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

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

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho Calendar

Zoho Calendar is an online personal and business calendar app that helps you plan your schedule, track daily agenda, and manage team events.

Learn more

Redtail CRM + Zoho Calendar

Create activities in Redtail CRM when new events are created in Zoho Calendar

Supported triggers and actions

Calendar Deleted

Event Created

Event Updated

Calendar Shared

Delete Event

Search Event

Update Event

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Calendar Updated

Deleted Event

Calendar Created

Create Calendar

Create New Event

Quick Add Event

API Request (Beta)

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

About Zoho Calendar

Related categories