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Redtail Technology > News > Integrations
30 Jun 2020
integration updates
New integration with LeadTinker!
Category: Integrations
LeadTinker offers a plugin for Wordpress that will allow you to send contact form leads from your Wordpress site to Redtail CRM as contacts.
24 Jun 2020
integration updates
Updated Integration with GoToConnect Powered by Jive!
Category: Integrations
With the updated GoToConnect integration, you can now make any contact a video meeting.
18 May 2020
integration updates
New Integration with Pulse360!
Category: Integrations
Pulse360's integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platfo...
15 May 2020
integration updates
New Integration with Avantax Wealth Management!
Category: Integrations
Avantax's integration with Redtail CRM provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.
14 May 2020
integration updates
Updated Integration with TD Ameritrade Institutional’s Veo One!
Category: Integrations
You can now access Veo One's New Account Wizard as well as TDA Announcements from within Redtail CRM, eliminating data entry and saving you time.
06 Apr 2020
integration updates
New Integration with fpPathfinder!
Category: Integrations
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integratio...
03 Apr 2020
integration updates
New Integration with BackNine Insurance!
Category: Integrations
BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with...
20 Mar 2020
integration updates
New Integration with LoanBuddy for Advisors!
Category: Integrations
LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!
16 Mar 2020
integration updates
New Integration with Lead Pilot!
Category: Integrations
We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
31 Jan 2020
moneyinmotion feature
New Integration with Aidentified’s MoneyinMotion platform!
Category: Integrations
Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.