Manifestly

Manifestly + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Manifestly and Redtail CRM, with as many as 11 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Manifestly + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Complete Checklist Step

Triggers when a checklist step is completed.

Run Checklist

Creates a run of a checklist.

Complete Checklist Run

Triggers when a checklist run is completed.

Create New Activity

Creates a new activity.

New Checklist Run

Triggers when a checklist run is started.

Create New Contact

Creates a new contact.

New Activity

Triggers when a new activity is created.

Create New Opportunity

Creates a new opportunity.

New Contact

Triggers when a new contact is created.

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Manifestly checklist software improves collaboration and accountability in your organization's recurring processes.

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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.

See Redtail CRM Integrations