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1. Create an integration with Calendly that will allow for you to create notes in Redtail

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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2. eMoney Integration for Trust or Business accounts

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Michael Diaz supported this idea  ·  Sep 8, 2020