Cognito Forms
Redtail CRM

Cognito Forms and Redtail CRM Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Cognito Forms Actions
11Cognito Forms Triggers & Actions
Redtail CRM Actions
25Redtail CRM Triggers & Actions

Table of contents

How to connect Cognito Forms and Redtail CRM

Cognito Forms and Redtail CRM integration is available through workflow automation tools – Make.com or Zapier. With the combination of 17 Cognito Forms triggers and 25 Redtail CRM actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for Cognito Forms and Redtail CRM Integration

The integration of Cognito Forms and Redtail CRM can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them

Workflow Automation Platforms supported by Cognito Forms and Redtail CRM

Looking for an efficient way to automate your workflow processes between Cognito Forms and Redtail CRM? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.

Cognito Forms and Redtail CRM Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Cognito Forms and Redtail CRM. Nevertheless, understanding the pricing aspects is crucial.

For those seeking pricing information on automation services that support Cognito Forms and Redtail CRM integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
integromat
Make.com
Make.com pricing →
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

zapier
Zapier
Zapier pricing →
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Triggers and Actions supported by Cognito Forms and Redtail CRM

Integrating Cognito Forms and Redtail CRM often involves finding automation that is suitable for your business request.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Cognito Forms and Redtail CRM.

Cognito Forms

When this happens

Select a Trigger

Redtail CRM

Do this

Select an Action

How to setup Cognito Forms and Redtail CRM integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Cognito Forms and Redtail CRM. Choose automation platform

    60 seconds

  • Step 2: Authenticate Cognito Forms and Redtail CRM on the chosen automation service.

    60 seconds

  • Step 3: Choose a Trigger for Cognito Forms, which will start your automation scenario. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Redtail CRM once your automation scenario is triggered. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between Cognito Forms and Redtail CRM.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

More integrations to Cognito Forms

Take a look at the other popular Cognito Forms integrations that are available. Cognito Forms Integrations

More integrations to Redtail CRM

Explore the list of other popular Redtail CRM integrations. Redtail CRM Integrations

Frequently Asked Questions

Does Cognito Forms integrate with Redtail CRM?

You can connect Cognito Forms and Redtail CRM automatically using no-code Workflow Automation Tool. Use Make.com or Zapier to link Cognito Forms and Redtail CRM.

Can you Integrate Cognito Forms and Redtail CRM for free?

Yes, you can use the free plan of Make.com or Zapier to connect Cognito Forms to Redtail CRM for free, albeit with some limitations.

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