Leverage your Redtail CRM Data to Create a Personalized Client Experience

April 20, 2022

Talk to a Workflow Expert

Learn how to use Hubly to leverage your existing data in Redtail Technology CRM to easily and automatically create personalized follow ups for your team. We share best practices on how to leverage Tag Groups, Birthdays and Notes in Redtail to trigger actions in Hubly.

More Videos

Automating Your Year End Review Workflows
Proving Your Value: Mastering Client Prospecting and Engagement
Be the Best Boss: How to Make Your Team Happier and More Productive