Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Lookup the sources.
Triggers when a new activity is created.
Tests the Redtail to Zapier authentication.
Lookup the contact statuses.
Lookup the contact categories.
Lookup activity types.
Triggers when a new contact is created.
Creates a new activity.
Creates a new opportunity.
Creates a new contact.