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Writer's pictureJeffrey Rusin
Dec 2, 20242 min read

Step-by-Step Guide to Connecting Redtail CRM with Zapier for Financial Advisory Firms and RIAs

In the ever-evolving financial advisory landscape, automation is becoming a cornerstone for scalability and efficiency. Redtail CRM, a popular choice among financial advisors, pairs seamlessly with Zapier to automate repetitive tasks, improve workflows, and streamline operations. If you're a financial advisory firm or RIA looking to connect Redtail CRM with Zapier, this guide will walk you through the process step-by-step.



What Is Zapier and Why Use It with Redtail CRM?

Zapier acts as the glue between your applications, enabling them to 'talk' to each other and automate tasks without any coding. By integrating Zapier with Redtail CRM, financial advisors can:


  1. Automate client follow-ups.

  2. Synchronize data across platforms.

  3. Trigger actions based on client milestones or interactions.


Step 1: Log In to Zapier

  1. Head to Zapier and log in to your account.

  2. Navigate to the 'Apps' section in Zapier's dashboard.

Logging into Zapier and navigating to 'Apps'

Step 2: Add Redtail CRM to Zapier

  1. Search for 'Redtail CRM' in the app directory.

  2. Click 'Connect' to initiate the integration process.

Connecting Redtail to Zapier

After clicking "connect", you will be brought to a screen that reads "Allow Zapier to access your Redtail CRM Account?" Be sure to keep this tab open to complete the upcoming steps. Here is how the screen will look:

Zapier's Redtail CRM integration screen

Step 3: Retrieve Your Zapier Token from Redtail

Unlike many apps, Redtail requires a unique token to integrate with Zapier. Here’s how you find it:

  1. Log in to your Redtail CRM account.

  2. Hover over your name in the top-right corner of the dashboard and select 'Manage Your Integrations'.

  3. Scroll to the bottom of the integrations list and find 'Zapier'.

    1. If Zapier is disabled, toggle it on.

  4. Click 'Settings' under Zapier.

  5. Copy the Zapier token displayed on this page. Ensure the entire token is selected to avoid errors.

"Manage Your Integrations" in Redtail CRM
Turning Zapier on in Redtail Integrations
Copying Zapier token from Redtail CRM Integrations

Step 4: Enter the Zapier Token in Zapier

  1. Return to the Zapier page where it asks for the token.

  2. Paste the token into the designated field.

  3. Click 'Yes, Continue to Redtail CRM' to finalize the connection.

Pasting Redtail CRM's Zapier token into Zapier

Step 5: Verify the Connection

After a few seconds, Zapier will confirm the connection. You’re now ready to build Zaps using Redtail CRM!

Verifying that Redtail CRM Zapier connection was successful

Step 6: Schedule an Intro Meeting with Advisor Tech Partners!

Ready to take your RIA’s efficiency and success to the next level? Schedule an Intro Meeting with Jeff Rusin and Matthew Awai of Advisor Tech Partners today.

Jeff Rusin and Matthew Awai of Advisor Tech Partners

In this introductory meeting, you’ll discover:

  • Actionable Strategies: Learn proven tactics that successful RIAs are implementing to scale their practices.

  • AdvisorTech Insights: Get up to speed on the latest innovations and tools in the AdvisorTech space.

  • Personalized Recommendations: Discuss where your firm currently stands and explore practical steps to achieve your goals.



Don’t miss the opportunity to unlock the potential of your RIA with tailored strategies and expert advice. Schedule your call now and start transforming your firm!

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