Redtail CRM Integrations

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Create activities in Redtail CRM for new OnceHub bookings
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OnceHub + Redtail CRM
Create Redtail CRM contacts from new bookings in OnceHub
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OnceHub + Redtail CRM
Create Redtail CRM activities from new Calendly invitees
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Calendly + Redtail CRM
Create contacts in Redtail for new Calendly invitees
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Calendly + Redtail CRM

Create new Google Calendar events from Redtail CRM activities
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Redtail CRM + Google Calendar

Create activities in Redtail from new calendar events in Microsoft Outlook
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Microsoft Outlook + Redtail CRM

Create activities in Redtail CRM for new OnceHub bookings

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OnceHub + Redtail CRM

Create Redtail CRM contacts from new bookings in OnceHub

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OnceHub + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

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Calendly + Redtail CRM

Create contacts in Redtail for new Calendly invitees

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Calendly + Redtail CRM

Create new Google Calendar events from Redtail CRM activities

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Redtail CRM + Google Calendar

Create activities in Redtail from new calendar events in Microsoft Outlook

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Microsoft Outlook + Redtail CRM

Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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Instant
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- 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

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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 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

Redtail CRM Integrations

Do more with Redtail CRM integrations

OnceHub

Microsoft Outlook

Acuity Scheduling

Calendly

Mailchimp

Constant Contact

ActiveCampaign

HubSpot

Google Calendar

OnceHub

Microsoft Outlook

Acuity Scheduling

Calendly

Mailchimp

Constant Contact

OnceHub

Microsoft Outlook

Acuity Scheduling

Calendly

Mailchimp

Constant Contact

ActiveCampaign

HubSpot

Google Calendar

Join millions worldwide who automate their work using Zapier

Create activities in Redtail CRM for new OnceHub bookings

Create Redtail CRM contacts from new bookings in OnceHub

Create Redtail CRM activities from new Calendly invitees

Create contacts in Redtail for new Calendly invitees

Create new Google Calendar events from Redtail CRM activities

Create activities in Redtail from new calendar events in Microsoft Outlook

Create activities in Redtail CRM for new OnceHub bookings

Create Redtail CRM contacts from new bookings in OnceHub

Create Redtail CRM activities from new Calendly invitees

Create contacts in Redtail for new Calendly invitees

Create new Google Calendar events from Redtail CRM activities

Create activities in Redtail from new calendar events in Microsoft Outlook

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

Popular Redtail CRM Integrations

Popular Redtail CRM Integrations