Gmail + Book Like A Boss + Redtail CRM Integrations
How to connect Gmail + Book Like A Boss + Redtail CRM
Zapier lets you send info between Gmail and Book Like A Boss and Redtail CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Gmail + Book Like A Boss + Redtail CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gmail, Book Like A Boss, and Redtail CRM. And don’t forget that you can add more apps and actions to create complex workflows.
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How Gmail + Book Like A Boss + Redtail CRM Integrations Work
- Step 1: Authenticate Gmail, Book Like A Boss, and Redtail CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
About Book Like A Boss
Book Like A Boss is a powerful scheduling platform that allows you to take appointments, sell your services, and manage your business.
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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.
