Redtail CRM

Redtail CRM + Slack Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Slack, with as many as 53 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Slack 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 Starred Message

Triggers when you star a message.

Send Direct Message

Send a direct message to a user or yourself from the Slackbot.

New Message Posted to Channel

Triggers when a new message is posted to a specific #channel you choose.

Send Channel Message

Post a new message to a specific #channel you choose.

New Public Message Posted Anywhere

Triggers when a new message is posted to any public channel.

Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

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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.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

See Slack Integrations