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Redtail CRM Integration
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.
Automate your business. Increase efficiency and reach your goals faster.
Zapier is a powerful automation tool that facilitates seamless integration between Cardtapp and Redtail CRM, eliminating the need for manual coding. Its user-friendly interface ensures that even those without technical expertise can set up and manage integrations with ease. With support for over 5,000 applications, Zapier opens up a world of endless possibilities for automating workflows and tasks. Whether you’re looking to synchronize data, trigger actions based on specific events, or streamline your processes, Zapier’s extensive app library has got you covered.
Add Cardtapp contacts to Redtail CRM
Seamlessly transfer your Cardtapp contacts directly into Redtail CRM without any manual input. Enhance your workflow by ensuring all your Cardtapp contacts are instantly available in Redtail CRM.
Bi-directional lead sync between Cardtapp and Redtail CRM
Experience flawless synchronization of leads between Cardtapp and Redtail CRM, ensuring data consistency across platforms. With bi-directional sync, any lead updates in Cardtapp are reflected in Redtail CRM and vice versa, keeping both systems up-to-date.
Share Cardtapp when leads are added to Redtail CRM
Every time a new lead is added to Redtail CRM, Cardtapp can be automatically shared, maximizing your outreach. Ensure your leads in Redtail CRM get immediate access to Cardtapp, enhancing their user experience.
FAQS
Frequently asked questions
The integration can be set up in a matter of minutes!
To set up your integration, you will need the following pieces of information:
- Your Cardtapp login credentials
- Your Redtail CRM login credentials
- A Zapier account (free plan tiers available)
If you encounter any issues setting up the integration between Cardtapp and Redtail CRM, please visit our customer support portal for integration assistance.