Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

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

Austin Johnson

Anytime a new response in spreadsheet is created in Google Forms, create contact in Redtail CRM.

Google Forms → Redtail CRM

“Anytime a new response in spreadsheet is created in Google Forms, create contact in Redtail CRM.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new response in spreadsheet is created in Google Forms (Legacy)

Create contact in Redtail CRM

This Zap uses the following 2 apps

Google Forms

Redtail CRM

Google Forms + Redtail CRM