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Redtail Technology > News > advisor tools

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="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.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="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.

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.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

Best Practice Partner Spotlight: Pulse360 on November 2

Category: Integrations

Two weeks of meeting prep in just a few clicks with Pulse360 & Redtail CRM. Register now for this webinar on November 2.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with OnBord!

Category: Integrations

This new integration offers advisors the ability to push client information they have captured in OnBord over to Redtail CRM as contacts.

Integrations webinar blog header

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/10/Integrations-Blog-Feature-Image-Dark-Red-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/10/Integrations-Blog-Feature-Image-Dark-Red-350x260.jpg" width="350" height="260" alt="Integrations webinar blog header" title="Integrations webinar blog header" />

New Partner Spotlight with Plain Wealth on October 6!

Category: Integrations

Build Better Client Connectedness with Plain Wealth and Redtail CRM. Join this webinar on October 6 to learn more.

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New integration with Ladder Life!

Category: Integrations

This new integration between Ladder Life and Redtail CRM offers easy access to tools supporting insurance services offered by advisors.

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New integration with Bento Engine!

Category: Integrations

This new integration between Bento Engine and Redtail CRM triggers automated Bento Advice Packages based upon event/age milestones in your CRM.

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New integration with Plain Wealth!

Category: Integrations

Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.

Integrations webinar blog header

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/10/Integrations-Blog-Feature-Image-Dark-Red-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/10/Integrations-Blog-Feature-Image-Dark-Red-350x260.jpg" width="350" height="260" alt="Integrations webinar blog header" title="Integrations webinar blog header" />

Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3

Category: Integrations

The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.

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