Redtail CRM

Redtail CRM + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Salesforce, with as many as 83 possible integrations. Are you ready to find your productivity superpowers?

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Salesforce is a Premium integration on Zapier.

It's easy to connect Redtail CRM + Salesforce 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 Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

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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.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations