Elements Financial Advisor Tools + Redtail CRM

Add new Elements prospects as contacts in Redtail CRM

Finding it tedious to manually add new prospects from Elements to Redtail CRM? This integration is designed specifically for financial advisors, automatically adding new Elements prospects as contacts in Redtail CRM. Focus on nurturing client relationships while enjoying a streamlined process for managing your leads.

Finding it tedious to manually add new prospects from Elements to Redtail CRM? This integration is designed specifically for financial advisors, automatically adding new Elements prospects as contacts in Redtail CRM. Focus on nurturing client relationships while enjoying a streamlined process for managing your leads.

  1. When this happens...
    Elements Financial Advisor ToolsElements Financial Advisor Tools
    New Prospect

    Triggers when a new prospect is added to Elements.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

elements-financial-advisor logo
elements-financial-advisor logo

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
redtailcrm logo
redtailcrm logo

About Redtail CRM

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier