Redtail CRM + Google Sheets + Gmail Integrations

How to connect Redtail CRM + Google Sheets + Gmail

Zapier lets you send info between Redtail CRM and Google Sheets and Gmail automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Redtail CRM + Google Sheets + Gmail

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 Redtail CRM, Google Sheets, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It

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How Redtail CRM + Google Sheets + Gmail Integrations Work

  1. Step 1: Authenticate Redtail CRM, Google Sheets, and Gmail.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

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

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  • Google
  • Spreadsheets

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gmail logo
gmail logo

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.
Learn moreHelp

Related categories

  • Email
  • Google

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