Google Calendar + Redtail CRM

Google Calendar + Redtail CRM integrations

Generate Redtail CRM activities from new Google Calendar events

Looking for a simple way to get your calendar events into your CRM? With this integration, you can do just that. After set up, new Google Calendar events will generate Retail CRM activities. All your events in your CRM, without the time spent manually creating them yourself.

When this happens...
New EventTriggers when an event is created.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity in your database.
ActionWrite

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More things you can do with Google Calendar and Redtail CRM

Discover other triggers and actions you can use with Google Calendar and Redtail CRM

New Calendar
Triggers when a calendar is created.
Trigger
Polling
Try It
- Calendar
  Required
- Search_term
Trigger
Polling
Try It
- Calendar
  Required
- Expand Recurring Events
Trigger
Instant
Try It
- Calendar
  Required
- Search_term
  Required
Trigger
Polling
Try It
- Name
  Required
- Description
Action
Write

- Calendar
  Required
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & Time
  Required
- End Date & Time
  Required
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Write
- Source Calendar
  Required
- Event
  Required
- Destination Calendar
  Required
- Send Notifications
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Calendar
  Required
- Expand Recurring Events
- Search_term
- Attendee email
- Start Time Before
- End Time After
- Event Type
Action
Search
- Show Hidden Calendars
- Show Deleted Calendars
- Minimum Access Role
Action
Search
- Calendar
  Required
- Expand Recurring Events
- Search_term
- Attendee email
- Start Time Before
- End Time After
- Event Type
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & Time
  Required
- End Date & Time
  Required
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Search or write
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
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- 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

- Calendar
  Required
Trigger
Polling
Try It
- Calendar
  Required
- Time Before
- Time Before (Unit)
- Search_term
Trigger
Polling
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Event
  Required
- Attendee/s
  Required
Action
Write
- Calendar
  Required
- Event
  Required
- Notify Attendees?
Action
Write
- Calendar
  Required
- Describe Event
  Required
- Attendees
Action
Write
- Calendar
  Required
- Event
  Required
- Summary
- Description
- Location
- Start Date & Time
- End Date & Time
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
Action
Write
- Calendar
  Required
- Event ID
  Required
Action
Search
- Calendar
- Start Time
- End Time
Action
Search
- Calendar
  Required
Action
Search
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 Name
  Required
- Last Name
  Required
- 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
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Learn moreLearn moreHelpHelp

Related categories

Calendar

Google

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Microsoft Office 365

Email, Microsoft

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Google Calendar + Redtail CRM

Google Calendar + Redtail CRM

Generate Redtail CRM activities from new Google Calendar events

More things you can do with Google Calendar and Redtail CRM

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