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Redtail CRM Integrations

CRM (Customer Relationship Management)

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Or pick an app to pair witharrow pointing down
Integrate Calendly with Redtail CRM

Calendly

Scheduling & Booking
Integrate OnceHub with Redtail CRM

OnceHub

Sales & CRM
Integrate Acuity Scheduling with Redtail CRM

Acuity Scheduling

Scheduling & Booking
Integrate Filter by Zapier with Redtail CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Microsoft Outlook with Redtail CRM

Microsoft Outlook

Email, Microsoft
Integrate Paths by Zapier with Redtail CRM

Paths by Zapier

Developer Tools, Zapier
Integrate Mailchimp with Redtail CRM

Mailchimp

Email Newsletters
Integrate Google Calendar with Redtail CRM

Google Calendar

Calendar, Google
Integrate Webhooks by Zapier with Redtail CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate Calendly with Redtail CRM

Calendly

Scheduling & Booking
Integrate OnceHub with Redtail CRM

OnceHub

Sales & CRM
Integrate Acuity Scheduling with Redtail CRM

Acuity Scheduling

Scheduling & Booking
Integrate Filter by Zapier with Redtail CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Microsoft Outlook with Redtail CRM

Microsoft Outlook

Email, Microsoft
Integrate Paths by Zapier with Redtail CRM

Paths by Zapier

Developer Tools, Zapier
Integrate Calendly with Redtail CRM

Calendly

Scheduling & Booking
Integrate OnceHub with Redtail CRM

OnceHub

Sales & CRM
Integrate Acuity Scheduling with Redtail CRM

Acuity Scheduling

Scheduling & Booking

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Popular ways to use Redtail CRM workflows

  • Create new Google Calendar events from Redtail CRM activities

    • Redtail CRM logo
    • Google Calendar logo
    Redtail CRM + Google Calendar
    More details
    1. When this happens

      Step 1: Activity Created

    2. Then do this

      Step 2: Create Detailed Event

    Create new Google Calendar events from Redtail CRM activities

    Create new Google Calendar events from Redtail CRM activities
    • Redtail CRM logo
    • Google Calendar logo
    Redtail CRM + Google Calendar
  • Create activities in Redtail CRM for new OnceHub bookings

    • OnceHub logo
    • Redtail CRM logo
    OnceHub + Redtail CRM
    More details
    1. When this happens

      Step 1: Booking Scheduled

    2. Then do this

      Step 2: Create Activity

  • Add new Facebook Lead Ad leads to Redtail CRM

    Premium
    • Facebook Lead Ads logo
    • Redtail CRM logo
    Facebook Lead Ads + Redtail CRM
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Contact

  • Create contacts in Redtail for new Calendly invitees

    • Calendly logo
    • Redtail CRM logo
    Calendly + Redtail CRM
    More details
    1. When this happens

      Step 1: Invitee Created

    2. Then do this

      Step 2: Create Contact

  • Save new Mailchimp subscribers as Redtail CRM contacts

    • Mailchimp logo
    • Redtail CRM logo
    Mailchimp + Redtail CRM
    More details
    1. When this happens

      Step 1: New Subscriber

    2. Then do this

      Step 2: Create Contact

  • Create Redtail CRM contacts from new bookings in OnceHub

    • OnceHub logo
    • Redtail CRM logo
    OnceHub + Redtail CRM
    More details
    1. When this happens

      Step 1: Booking Scheduled

    2. Then do this

      Step 2: Create Contact

  • Create Redtail CRM contacts for new PreciseFP clients and prospects

    • PreciseFP logo
    • Redtail CRM logo
    PreciseFP + Redtail CRM
    More details
    1. When this happens

      Step 1: New Client/Prospect

    2. Then do this

      Step 2: Create Contact

  • Create Trello cards for new Redtail CRM activities

    • Redtail CRM logo
    • Trello logo
    Redtail CRM + Trello
    More details
    1. When this happens

      Step 1: Activity Created

    2. Then do this

      Step 2: Create Card

Supported triggers and actions

What does this mean?
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redtailcrm logo

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

Related categories

  • CRM (Customer Relationship Management)

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