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Redtail Technology > News > Integrations > Updated integration with Zapier!

Updated integration with Zapier!

Category: Integrations
integration updates

Zapier: “Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.”Zapier logo

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN ZAPIER AND REDTAIL CRM? New integration points between Zapier and Redtail CRM include a bunch of new Trigger and Action events available to you within Redtail CRM. Events now available include:

Zapier logo

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

Also, you can use the links below to access five pieces we’ve put together outlining how to use Zapier to connect Redtail CRM to five other popular applications you may already be using:

Integrating Slack And Redtail Using Zapier

Integrating Google Sheets And Redtail Using Zapier

Integrating Google Forms And Redtail Using Zapier

Integrating ScheduleOnce And Redtail Using Zapier

Integrating Zoom And Redtail Using Zapier

Redtail dog with a headset

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