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.

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

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:

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

The CEO Roundtable got together again on April 30 for the final discussion in this three-part series. This time, they were joined by top advisors who shared the vision and application of financial technology tools in their practice. Learn about the trends these leaders are seeing in financial advice delivery and how they are positioning their firms to create more streamlined technology enablement as well as how advisors have implemented integration of multiple Fintech solutions.

After the great response to the CEO Roundtable on April 2, we were all excited to learn they decided to do it again! Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other again via Zoom on April 9, this time focusing on team management, technology, and culture, as they relate to remote working.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

In times of challenge or crisis, great companies strive not only to maintain the cultures they’ve built, but to strengthen them further. Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, leading by example, and much more.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

You can read the Craig Iskowitz summation of this session here or watch the entire thing for yourself here.