Redtail CRM

Redtail CRM + Practice Ignition Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Practice Ignition, with as many as 8 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Practice Ignition 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.

Service Accepted by Client

Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

Create New Opportunity

Creates a new opportunity.

Proposal Accepted

Triggers when a proposal is accepted.

Create Client

Creates a new client.

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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.

Practice Ignition is everything you need to create winning proposals, get paid and manage your growing client base.

See Practice Ignition Integrations