Redtail CRM form builder
Streamline your workflow with effortless Redtail CRM integration for easy contact and opportunity creation.
Redtail CRM + Growform = Fantastic Forms, Simplified!
Growform is a powerful online form builder that allows you to create custom forms that look great on any device. With Growform, you can create single or multi-step forms that are fully customisable with your own fonts and colors to match your brand. Whether you need a simple contact form or a complex survey, Growform has you covered.One of the great features of Growform is its integration with 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. Plus, it ensures that your leads are captured and tracked in your CRM, making it easier to follow up with them and close more deals. So if you’re looking for a powerful form builder with seamless CRM integration, look no further than Growform.
Collect up to 2x more leads, and send them straight to Redtail CRM
With Growform, it’s easy to build beautiful forms that get more leads.
We’ve taken years of experience in conversion rate optimisation and landing page best practices, and distilled our learnings into this easy to use form builder.
And thanks to the Zapier integration, you can automatically send leads to Redtail CRM safely and securely.
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
The sky’s the limit, but here are a few things you can do with your new Redtail CRM form:
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. For those looking to build more advanced forms, a specialist form builder may be worth considering.
The good news is you can now build forms in Growform and send leads over to Redtail CRM via our trusted integration partner:
1
You’ll need a Redtail CRM account, but we assume you already have one by now!
2
Next, you’ll need to grab a free Growform account and create your first form.
3
Now you’ve got your form, integrate it with Redtail CRM in just a few clicks via Zapier. Read the docs here.
Q: Can this be used to make single step and multi step Redtail CRM forms?
A: Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.
Q: Is there any disadvantage to using Zapier to integrate Growform & Redtail CRM?
A: 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.
Q: What can I build with this?
A: 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!
Q: 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.
It all starts here...
Start creating beautiful forms that integrate with Redtail CRM with a zero commitment free trial (no credit card required):
We also integrate with Redmine, Redbooth, Recruiterflow, Recruitee, Recruit CRM, Realvolve, RealScout, Referral Rock, RepairDesk, Reply, REsimpli, respond.io, rezora, Rocketlane and many more.