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

Streamline your data management process with the PayPal + Redtail integration

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

Quick summary of PayPal

Paypal is the leading payment platform for online purchases, which allows you to receive and send money by simply connecting your best email to your credit card or bank account. By using PayPal, selling your products and services worldwide is easy and secure.

Paypal allows you to get paid securely and quickly, by sending invoices by email with your brand’s logo. You just need to integrate a PayPal button with the invoice and your clients can pay you with one click. PayPal enables you to create your own payment buttons and install them on your website. By doing so, you’ll be able to transform your website or blog in a professional eCommerce and start to make money immediately.

With PayPal you can easily set up a recurring payment system and create memberships, subscriptions and much more. You can integrate PayPal with the major softwares and online platforms for web-preneurs and business owners like Wordpress, Optimizepress, Clickfunnels, Woo commerce, just to name a few.

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 PayPal and Redtail

Create new Redtail contacts in tags with PayPal

Update Redtail contacts in tags with PayPal


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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