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

Streamline your data management process with the Paperform + Redtail integration

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Does Paperform integrate with Redtail? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting Paperform and Redtail

Quick summary of Paperform

Paperform helps you to create outstanding forms, payment, and product pages without any knowledge of coding. You can customize the forms by inserting, videos, images, and styled texts anywhere you want.

Paperform integrations allow you to collect payments on your form using Stripe, PayPal Business, Braintree, and Square. This means you can sell products and services and take donations in minutes using Paperform. That's not all. With Paperform integrations, you can take bookings and appointments and sync them with your Google Calendar.

Paperform logic rules help you to control when questions, sections of contents, and pages should be shown to users or when to send custom emails. You can embed and share your forms on your website or use a custom URL. Paperform analytics helps you to analyze your data accurately. Use Paperform integrations to connect with your favorite tools through LeadsBridge.

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 Paperform and Redtail

Create new Redtail contacts in tags with Paperform

Update Redtail contacts in tags with Paperform


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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