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Generate more leads with the Salesforce® + Redtail integration
Salesforce® / Redtail
Integrations

Streamline your data management process with the Salesforce® + Redtail integration

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

Quick summary of Salesforce®

Salesforce® provides a powerful, convenient, and simple Web services API for interacting with Lightning Platform.

Salesforce® uses the same underlying data model and standard objects as those in SOAP API. REST API also follows the same limits as SOAP API.

The Salesforce® advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web 2.0 projects. To use the API requires basic familiarity with software development, web services, and the Salesforce user interface.

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 Salesforce® and Redtail

Create new Redtail contacts in tags with Salesforce®

Update Redtail contacts in tags with Salesforce®


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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