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Redtail Technology > News >
28 Oct 2020
integration updates
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.
23 Oct 2020
integration updates
New integration with Market Insight Out!
Category: Integrations
Market Insight Out users can now import their Redtail contacts into their MIO accounts to create email lists. From there, they can share conten...
19 Oct 2020
integration updates
New integration with Levitate!
Category: Integrations
This new integration allows you to sync contacts to Levitate from Redtail and sync notes from Levitate back to Redtail.
12 Oct 2020
integration updates
New integration with 1Wire!
Category: Integrations
Within Redtail, this integration with 1Wire provides Screen Pop for VoIP, Click to Call for VoIP, and Call Logging for VoIP.
05 Oct 2020
Integrations webinar blog header
Best Practice Partner Webinar with AdvisorStream October 7!
Category: Integrations
How to supercharge your marketing with AdvisorStream & Redtail. Register now for this Best Practice Partner Webinar on October 7 at 10 am Pacif...
02 Oct 2020
Integrations webinar blog header
Best Practice Partner Webinar with Intulse October 6!
Category: Integrations
Intulse VoIP business phone solutions provide you with a flexible, feature-rich communications system on a robust network that can grow and cha...
22 Sep 2020
integration updates
New integration with Positivly!
Category: Integrations
Positivly's new integration with Redtail CRM allows users to easily import their contacts from Redtail into Positivly, where they can then send...
14 Sep 2020
integration updates
Updated integration with Appointment Reminder!
Category: Integrations
With the updated integration, Appointment Reminder will allow you to schedule calls with clients, based upon what is available in your Redtail ...
28 Aug 2020
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.