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Redtail
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Redtail

Redtail

Redtail is a customer relationship management platform designed for financial advisors. Integrating it with Quin allows you to seamlessly import your Redtail contacts and their relevant information or notes.

How it works:

Quin and Redtail work together to:

  • Instantly look up and import contacts from your Redtail database
  • Easily sync contact information between both platforms
  • Save time on manual data entry and maintain consistent records

How to connect:

  1. Go to Account Settings
  2. Navigate to the "Integrations" tab
  3. Click "Add Integrations"
  4. Select Redtail from the list
  5. Follow the authentication prompts to connect your account

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Once you’ve connected your Redtail CRM, you can search for someone and easily import them into Quin.

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