Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  1. Allow zapier to create template activities or workflows in Redtail

    when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly

    1 vote
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integrate with Stratifi

    I suggest adding an integration with Stratifi. It is a new client-profiling and risk analysis product with a compliance monitoring component as well. Very similar to Riskalyze.

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  3. Zapier - more fields able to be pulled into Redtail Contact

    We use Zapier to automatically create a contact in Redtail when a person fills out one of our forms on our website, but the only thing that will pull over currently is name and source. Want to be able to pull in Phone number and email as well.

    10 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  4. DST Vision Integration

    I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.

    36 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  5. Please integrate Revisor's Workflow/Form system into Redtail

    This system combines enhancements to current workflow functionality and a fillable form system that integrates directly with database info and workflow functions.

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  6. Better integration with note-taking apps

    I need a way for handwritten notes in either OneNote or Evernote to integrate to RT. Evernote only synches typed notes and RT will not import handwritten notes which are saves as PNG files. This makes this entire integrates useless since we, and many others now, take notes on a tables w/ stylus. OneNote doesn't have any integration, but would need the same fx. Either will do.

    10 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  7. Zapier Automation

    Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.

    Here is the email correspondence with Zapier:

    "The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail…

    4 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integrate with Hubly

    Please integrate with Hubly. Wealthbox integrates them.

    3 votes
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  9. dymo

    Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.

    Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.

    PLEASE PLEASE PLEASE make this happen! Thank you!

    49 votes
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    11 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automated FNA

    Would love to be able to send a Redtail FNA directly to client and have their responses/filled out form uploaded directly to their contact.

    1 vote
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  11. Can we get Eventbright or similar to integrate? That way, their RSVP data for seminars can be directly imported

    Integrating an event coordinator for the seminar participation data would save a lot of time and energy. Event Bright is an example of a company that provides a portal to "sell" the seminar ticket and provide event reminders to those that have RSVP'd to the event.

    7 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  12. Redcapture Fields

    The information fields in Redcapture are set and custom fields are limited. Limits the usefulness of the data capture.

    I think it would be a great improvement to include all contact fields in Redcapture to really allow a contact, especially a prospect, to fill out their own profile. Also, it would be of great benefit to allow UDFs to be included so we can capture information necessary for planning.

    6 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  13. User friendly Six Sigma/Project Management tools: Gnatt Charts, Swimlanes, charts, etc

    user friendly six sigma project management tools integrated with calendar/Activities.
    gnatt charts, swimlanes, charts, etc

    3 votes
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  14. toggl

    Create an integration with Toggl or other time management software

    1 vote
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  15. integration with www.grow.com

    There are no integrations with Business inelegance software. I would like to use www.grow.com to forcast, build pipelines, track marketing, track sales people, etc...

    3 votes
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  16. Find an integration partner that provides mind mapping capabilities and allows Redtail users to integrate data from Redtail

    We would like to create visual aids for our clients to help explain important financial planning and investment issues such as the client's investment plan or the flow of their estate plan. We are aware of some companies that provide mind mapping software that would help produce these visual aids. It would be helpful if data within Redtail could be integrated with the mind mapping software.

    14 votes
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    2 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate Wunderlist with RedTail

    Wunderlist is a very simple task management service with a mobile app that works really well. (unlike the Redtail app...) Wunderlist lets you share task lists as well as comment, add notes, create subtasks, attach files and create folders for different groupings of tasks. It also lets you assign tasks to different users for more efficiency. This would be a great add on to a CRM.

    18 votes
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    3 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  18. ofac

    Add an option to do an OFAC check of a social security number straight from RedTail - and to be able to send multiple socials at a time to do an OFAC Check.

    7 votes
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    1 comment  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  19. Integrate with Asana project management tool.

    Asana is a very useful project management tool, it would be great to be able to integrate to a contact on RedTail.

    41 votes
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    1 comment  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  20. Integrate With TRELLO

    Can you integrate with TRELLO in some way?? There is a FREE version and a BUSINESS version. This would COMPLETELY REVOLUTIONIZE task management, office management, workflows... TRELLO is colorful, highly functional, super easy to use, and totally customizable.

    52 votes
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    4 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
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