Redtail CRM

Redtail CRM + ProcessPlan Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and ProcessPlan, with as many as 31 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + ProcessPlan 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.

Process Is Started

Triggers when a process in started.

Update Field

Update a field value.

Task Is Past Due

Triggers when a task becomes past due in a process.

Close Task

Closes a task in ProcessPlan.

Process Is Completed

Triggers when a process is completed.

Start Process

Starts a new process in ProcessPlan.

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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.

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

See ProcessPlan Integrations