advisor tools Archives - Redtail Technology

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Redtail Technology > News > advisor tools

integration updates

<img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

New integration with Hubly!

Category: Integrations

This Hubly integration with Redtail CRM includes bi-directional contact sync and the use of tag groups to add contacts to Hubly workflows.

integration updates

<img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="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.

CRM Toolkit Series 2020

Redtail’s CRM Toolkit Series 2020: An Introduction

Category: Best Practices

Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.

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.