Redtail CRM + Gmail + Book Like A Boss Integrations

How to connect Redtail CRM + Gmail + Book Like A Boss

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

Choose a Trigger

Start here arrow pointing down

Choose an Action

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Do even more with Redtail CRM + Gmail + Book Like A Boss

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, Gmail, and Book Like A Boss. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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 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
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
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
Canceled Booking
Triggers when a booking is canceled.
Trigger
Instant
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Instant
Try It

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
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
New Booking
Triggers when a new booking is created.
Trigger
Instant
Try It

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

How Redtail CRM + Gmail + Book Like A Boss Integrations Work

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

Connect apps

Connect Redtail CRM + Gmail + Book Like A Boss

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Related categories

Similar apps

About Book Like A Boss

Book Like A Boss is a powerful scheduling platform that allows you to take appointments, sell your services, and manage your business.

Learn more Help

Related categories

Scheduling & Booking

Other Redtail CRM + Gmail Integrations

Other Redtail CRM + Book Like A Boss Integrations

mailchimp

Redtail CRM + Gmail + Book Like A Boss Integrations

How to connect Redtail CRM + Gmail + Book Like A Boss

Do even more with Redtail CRM + Gmail + Book Like A Boss

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

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

Update Activity

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

New Label

New Email

Label or mailbox

New Starred Email

Add Label to Email

Label

Create Draft

Recipient Instructions

To

Cc

Bcc

From

From Name

Body type

Add signature default

Label or mailbox

Attachments

Create Label

Remove Label From Email

Find Email