Integrate Gmail with Redtail CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Gmail

A trigger is an event that starts your Zap and runs the workflow. For example, with Gmail, a trigger could be "New Attachment."

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 Gmail 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.

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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

Set up your first integration

Quickly connect Gmail to Redtail CRM with a Zapier template.

Our most popular template

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip
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Gmail + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create new activities in Redtail CRM for each new label in Gmail
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Gmail + Redtail CRM

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip

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Gmail + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create new activities in Redtail CRM for each new label in Gmail

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Gmail + Redtail CRM

Make work flow with AI

Level up your Gmail to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Gmail + Redtail CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gmail and Redtail CRM

How do I connect Gmail with Redtail CRM using our platform?

Connecting Gmail with Redtail CRM through our platform involves creating a Zap. You start by selecting Gmail as the trigger app and choosing a specific event that will initiate the process, such as receiving a new email. Then, you set Redtail CRM as the action app and configure it to perform actions like creating a new contact or updating an existing one based on data from Gmail.

Can I integrate multiple Gmail accounts with Redtail CRM?

Yes, you can integrate multiple Gmail accounts with Redtail CRM. You'll need to set up separate Zaps for each account, each having its triggers and actions defined according to your needs.

What types of triggers can I use in Gmail for the integration?

For integrating Gmail with Redtail CRM, you can use triggers such as 'New Email,' 'New Labeled Email,' or 'New Attachment' in your Gmail account to automate various actions in Redtail CRM.

What kind of actions can I automate in Redtail CRM through this integration?

You can automate various actions in Redtail CRM like creating new contacts, adding notes to client profiles, or updating deal statuses when a specific trigger is activated in your Gmail account.

Is it possible to filter emails before they trigger an action in Redtail CRM?

Absolutely. You can set up filters within your Zap configuration so that only emails meeting certain criteria—like those from a specific sender or containing certain keywords—trigger actions in Redtail CRM.

Do I need any special permissions to link my Gmail and Redtail CRM accounts?

To link your Gmail account with Redtail CRM, you'll need authorization permissions for both apps. This typically means you'll have to sign into both platforms through our interface and grant the necessary permissions for data exchange.

Can custom fields from emails be mapped when creating entries in Redtrail CRM?

Yes, you can map custom fields from incoming emails by using dynamic fields matching during setup. This allows specific email content to populate corresponding fields in entries created within your Redtrail CRM.

Connect Gmail 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.

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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.

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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.

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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.

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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.

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Connect Gmail 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

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.

- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Search keywords
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Message
  Required
Action
Write

- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Body Type
- Body
  Required
- Label or mailbox
- Attachments
Action
Write
- Search keywords
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name of label
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- Message
  Required
Action
Write
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Search keywords
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name of label
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Learn how to automate Gmail on the Zapier blog

Learn how to automate Redtail CRM on the Zapier blog

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 more Help

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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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Explore Gmail + Redtail CRM Integrations

google-forms

Integrate Gmail with Redtail CRM to automate your work

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

How Zapier works

Select a trigger from Gmail

Setup an action from Redtail CRM

That’s it! You just connected Gmail to Redtail CRM

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

Set up your first integration

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip

Create new activities in Redtail CRM for each new label in Gmail

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip

Create new activities in Redtail CRM for each new label in Gmail

Make work flow with AI

Frequently Asked Questions about Gmail + Redtail CRM integrations

Connect Gmail and Redtail CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Connect Gmail and Redtail CRM to unlock the power of automation

Supported triggers and actions

Learn how to automate Gmail on the Zapier blog

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Learn how to automate Redtail CRM on the Zapier blog

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

Explore Gmail + Redtail CRM Integrations

Explore Gmail + Redtail CRM Integrations