Skip to content
Log inSign up

Integrate CRM in Cloud with Redtail CRM to automate your work

Google Logo Start with Google for free
Redtail CRMRedtail CRM
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CRM in Cloud with Redtail CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from CRM in Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with CRM in Cloud, a trigger could be "New or Updated Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from Redtail CRM

An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CRM in Cloud to Redtail CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your CRM in Cloud to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect CRM in Cloud 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect CRM in Cloud and Redtail CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
arrow pointing down
Start here
arrow pointing down
Choose an Action

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.

    • Action
    Trigger
    Instant
    Try It
    • Action
    Trigger
    Instant
    Try It
    • Action
    Trigger
    Instant
    Try It
    • Action
    Trigger
    Instant
    Try It
    • List ID
      Required
    • Anagraphic Type
      Required
    • Email type
      Required
    Trigger
    Scheduled
    Try It
    • Action
    Trigger
    Instant
    Try It
    • Action
    Trigger
    Instant
    Try It
    • Action
    Trigger
    Instant
    Try It

Learn how to automate CRM in Cloud on the Zapier blog

Learn how to automate Redtail CRM on the Zapier blog

crm-in-cloud logo
crm-in-cloud logo
About CRM in Cloud
CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.
Related categories
  • CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
    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)
    Similar apps
    Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Connect CRM in Cloud to Redtail CRM on the world's largest no-code automation platform

    Google Logo Sign up with Google