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Redtail Technology > News >
29 Jul 2020
integration updates
New integration with Lightspeed Voice!
Category: Integrations
Lightspeed's integration with Redtail includes a screen pop of the contact on inbound calls, insertion of a note with call duration and who an...
21 Jul 2020
integration updates
New integration with FP Alpha!
Category: Integrations
FP Alpha's integration with Redtail allows users to bi-directionally sync contact data between the two platforms. 
16 Jul 2020
integration updates
New integration with FA Client Machine!
Category: Integrations
This new integration with FA Client Machine sends new leads from FA Client Machine to Redtail CRM as contacts in real time.
07 Jul 2020
Best Practices header
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to pote...
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.
01 May 2020
Industry Updates header
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...