Connect
Facebook Leads
to Redtail CRM

Want to automatically transfer leads from Facebook? At the moment we do not have a ready-made integration with the Redtail CRM, but our developers are working on this integration.

After we complete the integration, you will not need to manually download leads from Facebook to Redtail CRM. Our system will check for new leads 24 hours a day, 7 days a week. Without days off and holidays.

Redtail CRM is an online system for managing the activities of financial companies, available by subscription with tariffication in the "1 subscription - 1 database" format. It supports up to 15 users within a single subscription. CRM clients receive a number of tools for automating business processes, as well as free support (by email and phone), access to the knowledge base (documents, videos) and webinars, as well as the opportunity to participate in the Redtail University training program.

The workflow automation function as part of Redtail CRM contains a large catalog of templates, a built-in contact base, a task scheduler and other useful tools. There is also an online calendar that allows you to flexibly customize its interface, mark tasks and events with color marks, and also supports synchronization with Office 365 and Google Calendar.

Separately, in the Redtail CRM interface, it is worth noting the notes module, with their help you can maintain documentation of all interactions with customers. It also presents tools for conducting online seminars, options for managing sales funnels and opportunities.

Redtail CRM offers users a number of tools for analytics and reporting on various business indicators, as well as options for their import and export. You can use the system through a web interface and a mobile application; a number of integrations with external services are also available (a full list of them can be seen in the corresponding section of the site).

If you want to connect, integrate or sync Facebook Leads Ads with Redtail CRM - Sign up now and in 5 minutes new leads will be automatically sent to Redtail CRM. Try a free trial!