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Redtail Technology > News > Integrations
26 Jan 2022
Redtail Blog Feature Graphic - Integration News
New integration with Healthpilot!
Category: Integrations
This new integration between Healthpilot and Redtail allows users to quickly upload their Redtail clients into the Healthpilot portal.
20 Jan 2022
Redtail Blog Feature Graphic - Integration News
New integration with Louise by TIFIN!
Category: Integrations
This new integration between Louise by TIFIN and Redtail CRM offers users the ability to import their Redtail contacts into their Louise account.
14 Jan 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Ladder on January 18!
Category: Integrations
Life insurance for your clients in 5 minutes or less. Join this webinar with Ladder Life on January 18 at 10am Pacific to learn more.
03 Jan 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s January 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in January to learn how our partner integrations can help streamline your workday. This month features Forms and Insurance p...
31 Dec 2021
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with PreciseFP on January 4!
Category: Integrations
Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM. Join this webinar on January 4 to learn more.
15 Dec 2021
Redtail Blog Feature Graphic - Integration News
New integration with HubSpot!
Category: Integrations
This new integration between HubSpot and Redtail CRM offers one- or two-way contact data sync with custom field mapping and filter control.
15 Dec 2021
Redtail Blog Feature Graphic - Integration News
New integration with Catchlight!
Category: Integrations
This new integration between Catchlight and Redtail CRM enables advisors to easily import their leads and clients from Redtail to Catchlight.
07 Dec 2021
Redtail Blog Feature Graphic - Integration News
New integration with Smith.ai!
Category: Integrations
Smith.ai integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added to Redtail CRM after each call.
30 Nov 2021
Redtail Blog Feature Graphic - Integration News
New integration with Cy!
Category: Integrations
This new integration offers advisors the ability to import their contacts from Redtail CRM into their Cy platform.
12 Nov 2021
Redtail Blog Feature Graphic - Partner Webinars
New Partner Spotlight with Bento Engine on November 16!
Category: Integrations
Driving client engagement and prospect conversion with Bento Engine and Redtail CRM. Join this webinar on November 16 to learn more.