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Generate more leads with the Dropbox + Redtail integration
Dropbox / Redtail
Integrations

Generate more leads with the Dropbox + Redtail integration

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Does Dropbox integrate with Redtail? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Dropbox and Redtail

Quick summary of Dropbox

DropBox is a file hosting tool that allows you to store and share your files online. With DropBox, sharing your files is easy. You just need to create your personal profile, which is free, and install the app on your PC. Moreover, if you don’t want to download the program on your PC, you can log in with your username and password and start uploading any type of file on specific folders in cloud. By doing so, you’ll receive a special link that you can share with everyone you want.

DropBox uses a Smart Sync technology that allows you to store your files into a folder on your PC. When you modify the content of a folder, the Smart Sync automatically keeps your shared folders up-to-date.

Thanks to DropBox, you and your team can access to your shared folders and files wherever you are, 24/7. DropBox is a great solution also for creating a backup of your important files when you have a limited space on your PC. DropBox is also available for smartphone and tablets. You just need to download the free app and login with your username and password.

Quick summary of Redtail

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.


What you can do with Dropbox and Redtail

Create new Redtail contacts in tags with Dropbox

Update Redtail contacts in tags with Dropbox


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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