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.

Redtail CRM

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

Google Sheets

Jenny Sarangaya

Anytime a contact created is created in Redtail CRM, find or create row in Google Sheets.

Find or create row in Google Sheets when contact created in Redtail CRM

“Anytime a contact created is created in Redtail CRM, find or create row in Google Sheets.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a contact created is created in Redtail CRM

Find or create row in Google Sheets

This Zap uses the following 2 apps

Redtail CRM

Google Sheets

Redtail CRM + Google Sheets