How to connect Add to Calendar PRO with 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.
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.
Integrate Redtail CRM with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Redtail CRM when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Redtail CRM, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Redtail CRM.
How to connect Add to Calendar PRO with Redtail CRM
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Redtail CRM as the trigger.
- Choose the next action, test the Zap, then activate it.