This integration aims to create a seamless connection between Zapier and Redtail CRM, enabling users to automate workflows, exchange data, and synchronize processes across both platforms effortlessly.
This guide is crafted to facilitate the integration process through detailed instructions, from generating keys in the Redtail CRM Portal to the practical implementation of automation via Zaps.
Process Steps
Connecting Redtail CRM to Zapier
- Sign Up for Zapier: Begin by signing up for a Zapier account at zapier.com to kickstart your automation journey
- Create a New Zap: Log into your Zapier account and click the "Make a Zap" button
- Choose a Trigger App: Search for "DNA Behavior" and select it as your trigger app.
- Select a Trigger Event: Opt for "Sync New Participant Record" to avoid duplicates and automate contact creation in Redtail CRM
Creating Contacts in Redtail
⦁ Connect Your Redtail CRM Account: Follow prompts to enter Redtail CRM credentials or an authentication token.
⦁ Set Up Trigger Options: Map fields such as First Name, Last Name, and Email Address to their corresponding fields in Redtail.
⦁ Test the Trigger: Ensure the connection works correctly by testing the trigger.
⦁ Turn on the Zap: Activate your Zap to automate the contact creation process in Redtail CRM.
Creating Activity in Redtail
⦁ Follow the initial steps (1-4), selecting "Sync All Participants" as the trigger during step 4.
⦁ Set Up Trigger Options: Map fields including Subject, Start Date, End Date, and Email Address, crucial for activity creation.
⦁ Test and Publish the Zap: Verify the setup by testing, then publish the Zap to automate activity creation in Redtail CRM whenever a participant record sync occurs in DNA Behavior.