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

Nextiva empowers businesses to manage their communications, productivity, and customer relationships on a truly unified platform.

Nextiva

Christa Repas

Anytime a contact created is created in Redtail CRM, create contact in Nextiva.

Redtail Contact Created

“Anytime a contact created is created in Redtail CRM, create contact in Nextiva.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a contact created is created in Redtail CRM

Create contact in Nextiva

This Zap uses the following 2 apps

Redtail CRM

Nextiva

Redtail CRM + Nextiva