Samepage

Samepage + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Samepage and Redtail CRM, with as many as 10 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Samepage + Redtail CRM 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 Team Page

Creates a new page in a specific team.

New Contact

Triggers when a new contact is created.

Create Team

Creates a new team in your organization.

Create Team Task

Creates a new task in a specific team.

Post Page Chat Message

Posts a new chat message to a specific page in team.

Post Team Chat Message

Posts a new chat message to a specific team.

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Samepage is a team collaboration platform that brings people together to get work done in one place. Discuss ideas, share files, assign tasks, and finish projects – all in real time, and all from one app.

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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.

See Redtail CRM Integrations