Google Calendar + Redtail CRM

Create activities in Redtail CRM for new matching events in Google Calendar

Stay updated on new events happening on your Google Calendar and streamline your client management with this Redtail CRM workflow. Whenever an event matching your specified search appears in Google Calendar, it creates an activity in Redtail CRM. This automated process helps you keep track of important events and manage your customer relations efficiently.

When this happens...
New Event Matching Search
Triggers when an event is created that matches a search.
TriggerScheduled
automatically do this!
Create Activity
Creates a new activity in your database.
ActionWrite

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Supported triggers and actions

What does this mean?

New Calendar
Triggers when a calendar is created.
Trigger
Scheduled
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- CalendarRequired
- Search Term
Trigger
Scheduled
Try It
- CalendarRequired
- Expand Recurring Events
Trigger
Instant
Try It
- CalendarRequired
- Search TermRequired
Trigger
Scheduled
Try It
- NameRequired
- Description
Action
Write

- CalendarRequired
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & TimeRequired
- End Date & TimeRequired
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Write
- CalendarRequired
- EventRequired
- Summary
- Description
- Location
- Start Date & Time
- End Date & Time
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
Action
Write

- CalendarRequired
- Event IDRequired
Action
Search
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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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 NameRequired
- Last NameRequired
- Contact Status
- Contact 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
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

- CalendarRequired
Trigger
Scheduled
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- CalendarRequired
- Time Before
- Time Before (Unit)
- Search Term
Trigger
Scheduled
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- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
- EventRequired
- Attendee/sRequired
Action
Write
- CalendarRequired
- EventRequired
- Notify Attendees?
Action
Write
- CalendarRequired
- Describe EventRequired
- Attendees
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
Action
Search
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & TimeRequired
- End Date & TimeRequired
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact 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

About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Learn more

Related categories

Similar apps

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

Related Zap Templates

Create Redtail CRM activities for new events in Google Calendar

Google Calendar + Redtail CRM

Create activities in Redtail CRM for new matching events in Google Calendar

New Calendar

Event Ended

New or Updated Event

New Event Matching Search

Create Calendar

Create Detailed Event

Update Event

Retrieve Event by ID

Find Multiple Events

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Event Cancelled

Event Start

New Event

Add Attendee/S to Event

Delete Event

Quick Add Event

API Request (Beta)

Find Event

Find or Create Event

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

About Google Calendar

Related categories

Similar apps

Appointlet

Acuity Scheduling

Microsoft Office 365

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates