MyNameFlow Archives - Redtail Technology Tue, 01 Feb 2022 17:48:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.3.1 https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/cropped-favicon-32x32.png MyNameFlow Archives - Redtail Technology 32 32 New integration with MyNameFlow! https://corporate.redtailtechnology.com/new-integration-with-mynameflow/ Tue, 01 Feb 2022 17:48:42 +0000 https://redtail.flywheelsites.com/?p=55168 This new integration offers users the ability to automatically pull over Redtail CRM contacts for automated marketing via MyNameFlow.

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MyNameFlow logoABOUT MyNameFlow “MyNameFlow is a digital marketing solution that works like a personal assistant to find and organize prospects, and engage them on behalf of Advisors. Learn more here. “

WHAT ARE THE INTEGRATION POINTS BETWEEN MYNAMEFLOW AND REDTAIL CRM? 

This new integration allows MyNameFlow users to connect MNF to their Redtail CRM account, and automatically pull over Individual Contacts with email addresses to be included in your automated marketing efforts via MyNameFlow.

Schedule with MNF using this link.

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

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.

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