Redtail CRM

Redtail CRM + Parseur Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Parseur, with as many as 23 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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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 Document Processed

Triggers when a new document is successfully parsed. The lists and tables, if present, are flattened.

Create Document

Creates a new document for your parser.

New Table Processed

Triggers when a document is processed and contains new row(s) in the selected table. Tables and lists inside this table are flattened.

Create New Opportunity

Creates a new opportunity.

New Parser

Triggers when a new parser is created.

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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.

Parseur is an easy-to-use email parser which lets you extract meaningful data from your automated emails.

See Parseur Integrations