All integrations

CRM · Integration

Redtail CRM

Sourcing.sh plugs its data index into Redtail CRM to help financial advisors keep their contacts clean and relevant. You detect key moments for your customers earlier.

Study the connection to Redtail CRMSee Redtail CRM ↗

What Sourcing.sh communicates with Redtail CRM

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

In Redtail, the index updates customer and prospect profiles, with verified contact details and signals of life events: professional mobility, change of situation, wealth opportunity. Synchronization is continuous and billed as a flat rate, for relevant advisor monitoring.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Redtail CRM

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Redtail CRM.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

Book a demo