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Redtail Technology > News > Integrations > Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3

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

Category: Integrations
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ABOUT this webinar
Topic: Truly automate processes using Zaps with Zapier & Redtail
Description: The integration between Zapier & Redtail has been enhanced to include more triggers and actions. Come learn how to use new triggers and actions around contacts, activities, opportunities and workflows to truly automate your processes. We will share best practices around integrating Redtail CRM with popular industry software such as Zoom, ScheduleOnce, Google Sheets, Excel and Slack.

If you can’t make this webinar, don’t worry; it will be available for replay soon.

Register now for this webinar on August 3 at 10 am Pacific.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.