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    Redtail CRM

    Redtail CRM integrations

    Connecting Redtail CRM on Make
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    Connect Redtail CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Redtail CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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    Categories
    CRM
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    Build your Redtail CRM integrations.

    Create custom Redtail CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

    All Modules (16)
    Redtail CRM
    Create a Contact

    Creates a new contact.

    Action
    Redtail CRM
    Create an Activity

    Creates a new activity.

    Action
    Redtail CRM
    Create an Opportunity

    Creates a new opportunity.

    Action
    Redtail CRM
    Delete a Contact

    Deletes a contact specified by ID.

    Action
    Redtail CRM
    Delete an Activity

    Deletes an activity specified by ID.

    Action
    Redtail CRM
    Delete an Opportunity

    Deletes an opportunity specified by ID.

    Action
    Redtail CRM
    Get a Contact

    Retrieves a contact specified by ID.

    Action
    Redtail CRM
    Get an Activity

    Retrieves an activity specified by ID.

    Action
    Redtail CRM
    Get an Opportunity

    Rertieves an opportunity specified by ID.

    Action

    Connect any app with Redtail CRM

    Popular Redtail CRM workflows.

    Looking to get more out of Redtail CRM? With Make you can visually integrate Redtail CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

    Facebook Lead Ads
    Redtail CRM
    Create Redtail CRM contacts from new Facebook Lead Ads leads

    Make will watch for new leads in Facebook Lead Ads at regular intervals and add them to Redtail CRM as contacts.

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    Google Calendar
    Flow Control
    Redtail CRM
    Add Google Calendar events to Redtail CRM as activities

    Make will watch for new events in your specified Google Calendar and create activities in Redtail CRM using information received.

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    Mailchimp
    Redtail CRM
    Add your Mailchimp subscribers to Redtail CRM as contacts

    Make will watch for new subscribers in a specified Mailchimp mailing list at regular intervals and add them to Redtail CRM using information received.

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    ActiveCampaign
    Redtail CRM
    Add your ActiveCampaign contacts to Redtail CRM

    Make will watch for new contacts in ActiveCampaign at regular intervals and add them to Redtail CRM using information received.

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    Calendly
    Redtail CRM
    Create Redtail CRM contacts for new Calendly bookings

    Every time there is a new booking created in Calendly, Make will automatically create a contact from the Calendly client.

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    Microsoft 365 Calendar
    Flow Control
    Redtail CRM
    Add Microsoft 365 Calendar events to Redtail CRM as activities

    Make will watch for new events in your specified Microsoft 365 Calendar and create activities in Redtail CRM using information received.

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    ScheduleOnce
    Redtail CRM
    Add ScheduleOnce bookings to Redtail CRM as activities

    Every time there is a new booking created in ScheduleOnce, Make will automatically create a new activity in Redtail CRM using information received.

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    YouCanBook.me
    Flow Control
    Tools
    Add YouCanBook.me bookings to Redtail CRM as activities

    Make will watch for new bookings created in YouCanBook.me at regular intervals and create a new activity in Redtail CRM using information received.

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    Appointlet
    Redtail CRM
    Add Appointlet bookings to Redtail CRM as activities

    Every time there is a new booking created in Appointlet, Make will automatically create a new activity in Redtail CRM using information received.

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