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Doodle + Redtail CRM Integrations

How to connect Doodle + Redtail CRM

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Supported triggers and actions

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How Doodle + Redtail CRM Integrations Work

  1. Step 1: Authenticate Doodle and Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Doodle

Doodle is the easiest way to find the right time for anything. Schedule faster, get the right people together, and manage your time at work better.
Learn More

Related categories

  • Scheduling & Booking

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn More

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