New App: Manage Your Financial Clients with Redtail CRM

Matt Lukso
Matt Lukso / September 14, 2017

Managing client relationships in finance can get complicated quickly without the right tools.

Redtail CRM helps financial professionals manage their clients and day-to-day tasks through their cloud-based platform. You can send bulk messages and attachments to targeted groups of clients or prospects, manage upcoming seminars or events, and run robust reports all from the same easy-to-use interface. Plus, keep conversations moving and track client engagement through a contact timeline. That way, you never have to worry about being left in the dark when communicating with clients. All client activity, notes, updates, and accounts are immediately available from a single view to help keep everything organized.

Now that Redtail CRM integrates with Zapier and all its' 750+ apps, you can put your workflow on hyper drive. Want to import prospects from your lead generation apps? No problem. Looking to subscribe new clients to your marketing campaigns? Easy! Automate your financial client management with Zapier + Redtail CRM.

How Redtail CRM Works with Zapier


  • New Activity: Triggers when a new activity is created.
  • New Contact: Triggers when a new contact is created.


  • Create New Activity: Creates a new activity.
  • Create New Opportunity: Creates a new opportunity.
  • Create New Contact: Creates a new contact.

Automation Inspiration

Get started with these sample Zaps:

Import Contacts from Other Apps

Stay on Top of Upcoming Activities

How To Automate Redtail CRM with Zapier

  1. Sign up for a Redtail CRM account, and make sure you have a Zapier account

  2. Try some pre-made Redtail CRM integrations and learn more about how Redtail CRM works with Zapier

  3. Check out our Redtail CRM help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Redtail CRM and Zapier