Streamline your data management process with the Webhook + Redtail integration

Webhook is an HTTP callback, that allows you to connect a platform with other applications that you use, tracking the events that occur within your account through other tools.

Webhooks can be used to send and receive data, which makes this method flexible for multiple uses.

Webhooks are used to keep your CRM up to date when someone unsubscribes to your lists.

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.