Redtail CRM and Cognito Forms Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 2automatiomation platforms supported
- Redtail CRM Actions
- 13Redtail CRM Triggers & Actions
- Cognito Forms Actions
- 16Cognito Forms Triggers & Actions
How to connect Redtail CRM and Cognito Forms
Popular Workflows for Redtail CRM and Cognito Forms Integration
When used together, Redtail CRM and Cognito Forms form a powerful toolset for automating routine tasks. Explore several workflows that are covered by 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 Redtail CRM and Cognito Forms
You can automate tasks between Redtail CRM and Cognito Forms with ease, even without any coding experience. These no-code workflow automation platforms enable businesses to streamline their workflows in a simplified manner. Discover the best fit for your business by checking out this list.
- 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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
Redtail CRM and Cognito Forms Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Redtail CRM and Cognito Forms. Nevertheless, understanding the pricing aspects is crucial.
To help you better understand the pricing implications of using automation services for Redtail CRM and Cognito Forms integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.
Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Triggers and Actions supported by Redtail CRM and Cognito Forms
When integrating Redtail CRM and Cognito Forms, you typically seek automation that suits your business requirements.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Redtail CRM with Cognito Forms.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Redtail CRM and Cognito Forms integration
Step 1: Use a Workflow Automation Service that is compatible with both Redtail CRM and Cognito Forms. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Redtail CRM and Cognito Forms on the chosen automation service.
60 seconds
60 secondsStep 3: Select a Trigger for Redtail CRM that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Cognito Forms once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Redtail CRM and Cognito Forms.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Redtail CRM
Explore the list of other popular Redtail CRM integrations. Redtail CRM Integrations
More integrations to Cognito Forms
Take a look at the other popular Cognito Forms integrations that are available. Cognito Forms Integrations
Frequently Asked Questions
Does Redtail CRM integrate with Cognito Forms?
- You can connect Redtail CRM and Cognito Forms automatically using no-code Workflow Automation Tool. Use Make.com or Zapier to link Redtail CRM and Cognito Forms.
Can you Integrate Redtail CRM and Cognito Forms for free?
- Yes, you can use the free plan of Make.com or Zapier to connect Redtail CRM to Cognito Forms for free, albeit with some limitations.