Redtail CRM
by Redtail Technology
CRM for financial advisors with contacts, accounts, activities and workflows.
- Category
- CRM & Sales
- Type
- Industry CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, API key
02Data
What you can sync.
- Contacts
- Accounts
- Activities
- Notes
- Opportunities
Model Redtail CRM contacts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Redtail CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- An API key
Redtail CRM uses a username and password or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Redtail Technology if you need help.
04How it works
How it works in DataMind.
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Pick Redtail CRM.
Open Lake, pick Redtail CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Redtail CRM API docs.
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Answer a few questions.
The AI reads the Redtail CRM documentation, then asks which credentials you will use, which data to sync (for example contacts and accounts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Redtail CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
