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Integration Redtail CRM by API

Once we have carried out the integration, you can link Redtail CRM to one of 294 available systems in 5 minutes, without programmers.
Redtail CRM integration
+294
available systems

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How to integrate Redtail CRM and other systems
with ApiX Drive

After we make the integration, you will not need to involve programmers
to integrate Redtail CRM with other systems.
Select the online systems to be linked
Specify the actions between systems
Turn on auto-update
The setup will not take more than 5 minutes.

Automation capabilities Redtail CRM
with other systems

Once we have carried out the integration, you will need to configure the rules by which the systems will work.
The Redtail CRM will exchange data with other systems according to the specified interval.
Integration Redtail CRM with other systems
Redtail CRM, available actions after system startup:
  • Information will be available after system startup

F.A.Q. on integration with Redtail CRM

How is the integration of Redtail CRM carried out?

  • After we carry out the integration with Redtail CRM, you will need to register in ApiX-Drive to start using the connector
  • Next, select the service in the web interface you need to integrate with Redtail CRM (currently 294 available connectors)
  • Choose what data to transfer from one system to another
  • Turn on auto-update
  • Now the data will be automatically transferred from one system to another.

How long does the integration take?

Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.

How much does it cost to integrate Redtail CRM with other systems?

You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .

How many integrations are available for Redtail CRM?

After we carry out the integration with Redtail CRM, integrations with other systems will be available. At the moment 294 integrations.
Information about Redtail CRM

Redtail CRM is a cloud-based management platform for financial services companies. It helps automate a number of workflows and is available on a subscription basis, which is charged at the rate of "1 subscription - 1 database". Up to 15 users per subscription, customers are also offered free phone and email support, free access to webinars and a knowledge base with documentation and videos, and a Redtail University training program. One of the key functions of Redtail CRM is process automation, which includes a wide database of templates, a task scheduler, a contact database management module, and a number of other tools. Another important platform option is an online calendar with interface customization options, color tagging of tasks and events, as well as integration with Google Calendar and Office 365 services. In addition, Redtail CRM includes a note option to help document the entire history of interaction with customers. Separately, it is worth noting the built-in module for conducting online seminars, as well as the functionality for managing opportunities and sales funnels. Redtail CRM has a wide range of reporting and analytics tools for key performance indicators of the company with options for their import and export. The platform is available not only through the web interface, but also through a mobile application, and also supports a wide range of integrations with partner sites and services.

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