Redtail CRM

Redtail CRM + Myphoner Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Myphoner, with as many as 22 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Winner

Triggers when a lead is won.

Create Lead

Creates a new Lead.

Call Back

Triggers when a lead is marked for 'call back'.

Create New Opportunity

Creates a new opportunity.

Lost Lead

Triggers when a lead is lost (marked 'loser').

Mark Lead as Winner

Marks a given lead as a winner.

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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.

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

See Myphoner Integrations