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Growform Multi Step Form Builder
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Redtail CRM form builder

Streamline your workflow with effortless Redtail CRM integration for easy contact and opportunity creation.

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Redtail CRM form builder

Trusted by lead gen teams and agencies

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Send new leads straight into Redtail CRM

With this integration, you can automatically create a new contact or opportunity in Redtail whenever someone submits a form on your website. This can save you time and effort by eliminating the need to manually enter data into Redtail.

For a sales team, that means every lead lands in Redtail CRM the moment it is submitted, with the answers from each step of the form attached, so reps can prioritize, assign and follow up without retyping anything. Multi-step forms typically collect more leads than a single long page, and conditional logic and hidden fields mean Redtail CRM receives clean, well-qualified records with campaign data intact.

Collect up to 2x more leads and send them straight to Redtail CRM

Growform makes it easy to build multi-step forms that get more leads.

We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.

Every submission is sent to Redtail CRM automatically, safely and securely.

Screenshot of Redtail CRM and the Growform form builder

A Redtail CRM form that looks like your brand

Don’t settle for “yet another Redtail CRM form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.

A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.

If you’re not sure where to start, there’s a template for pretty much every industry!

Available actions

Here are a few things a Growform submission can do in Redtail CRM:

  • Create Opportunity

    Creates a new opportunity in Redtail CRM from a Growform submission.

  • Update Contact

    Updates a contact in Redtail CRM with information from a Growform submission.

  • Create Contact

    Creates a new contact in Redtail CRM from a Growform submission.

  • Update Activity

    Updates an activity in Redtail CRM with information from a Growform submission.

  • Update Opportunity

    Updates an opportunity in Redtail CRM with information from a Growform submission.

How does it work?

Redtail CRM is a fantastic tool for managing client relationships. Growform handles the form itself — multi-step, branded and built to convert — and passes every submission to Redtail CRM automatically.

How it works: build the form in Growform, connect it to Redtail CRM in a few clicks, and every submission lands in Redtail CRM automatically.

  1. Step 1: Have a Redtail CRM account ready

    You’ll need a Redtail CRM account to receive the leads. If you already use Redtail CRM, you’re set.

  2. Step 2: Create a form with Growform

    Next, create a free Growform account and build your first form — start from a template or from scratch.

  3. Step 3: Connect Growform to Redtail CRM

    Now you’ve got your form, connect it to Redtail CRM in a few clicks via Zapier — no code needed. Read the integration guide.
Can this be used to make single step and multi step Redtail CRM forms?

Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.

Is there any disadvantage to using Zapier to integrate Growform & Redtail CRM?

No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.

What can I build with this?

Growform can be used to build Redtail CRM contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!

How can I embed and share my form?

You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.

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Build forms that send every lead to Redtail CRM. 14-day free trial, no credit card required.

Start free trial Read the integration guide