Google Calendar + Redtail CRM
Create Redtail CRM activities for new events in Google Calendar
Sometimes you need your personal calendar coordinated with your CRM's calendar. This integration makes it easy by automatically creating a new activity in Redtail CRM when there is a new event added in Google Calendar. It's never been easier to coordinate your calendaring tools.
Sometimes you need your personal calendar coordinated with your CRM's calendar. This integration makes it easy by automatically creating a new activity in Redtail CRM when there is a new event added in Google Calendar. It's never been easier to coordinate your calendaring tools.
- When this happens...New Event
Triggers when an event is created.
- automatically do this!Create Activity
Creates a new activity in your database.
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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.
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.
