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.

Redtail CRM

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

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.

Slack

Austin Johnson

Anytime a workflow step completed is created in Redtail CRM, filter my data in Filter by Zapier and send direct message in Slack.

Redtail CRM → Filter & Slack

“Anytime a workflow step completed is created in Redtail CRM, filter my data in Filter by Zapier and send direct message in Slack.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a workflow step completed is created in Redtail CRM

Filter my data in Filter by Zapier

Send direct message in Slack

This Zap uses the following 3 apps

Redtail CRM

Filter by Zapier

Slack

More ways to use these popular apps!