redtail crm

Workflow Automation Integrations

Build Stronger Customer Relationship to Grow Sales

Redtail is a smart online CRM for any business size. It allows you to build more sales, nurture customer relationships and be more organized in one place.

Customer Relationship Management

Redtail CRM is a customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

How Does it Work?

ZapUp automates your work by merging Triggers (like “New Case”) and Actions (like “Create a Case”) to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with Redtail CRM helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.

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Triggers

New account

Triggers a new account

New company

Triggers a new company

New contact

Triggers an update on any new contact is added

New deal

Triggers an update on any new deal is recorded

New lead

Triggeres when new lead is added

New opportunity

Triggers for the new opportunity

New task

Triggers if new task is added or updated

ACTIONS

Create contact

Updates new contact entry

Create company

Creates a new company entry

Create ticket

Creates a new ticket entry

Create ticket note

Adds a note to an existing ticket

Popular ways to use Redtail CRM workflows

Redtail CRM

Redtail CRM
Activity Created

google-calender

Google Calender
Create Detailed Event

Redtail CRM

Redtail CRM
Activity Created

trello

Trello
Create Card

Redtail CRM

Redtail CRM
Activity Created

google-sheets

Google Sheets
Create Spreadsheet Row

Redtail CRM

Redtail CRM
Activity Created

asana

Asana
Create Task

Seamless Integrations of our Apps

Integrate more to empower your business

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