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  • Redtail CRM logoRedtail CRM logo

InTouch Tool + Redtail CRM Integrations

How to connect InTouch Tool + Redtail CRM

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How InTouch Tool + Redtail CRM Integrations Work

  1. Step 1: Authenticate InTouch Tool 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.
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intouch-tool logo

About InTouch Tool

InTouch Tool automates your LinkedIn outreach with auto connections and followups. Setup your search filters to collect prospects, set your messages sequence aka drip campaign and get replies from new potential customers at scale.

Related categories

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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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