Looking to connect Redtail CRM with an AI answering service? You’re in the right place. With Upfirst’s AI-powered virtual receptionist and Redtail CRM, you can automatically log call details, qualify leads, and update records—no manual data entry needed. This makes it easier for financial advisors, insurance agents, and law firms to stay organized, respond quickly, and never miss another important client call.
What is Redtail CRM?
Redtail CRM is a customer relationship management platform designed specifically for financial professionals. It helps you keep track of clients, leads, tasks, meetings, and all important communications in one place. By organizing your contacts and activities, Redtail CRM makes follow-ups easier, helps you stay compliant, and ensures you deliver a top-notch client experience.
What can you do with Redtail CRM and Upfirst’s AI answering service?
When you connect Upfirst’s AI answering service to Redtail CRM via Zapier, you unlock powerful automations that save time and improve your workflow. Here’s how businesses like yours can benefit from a Redtail CRM answering service integration:
1. Automatically create a new contact after every new caller
How it works:
When Upfirst answers a call, it collects the caller’s name, phone number, email, and any other information you specify. As soon as the call ends, Zapier can create a new contact in Redtail CRM with all the details collected—no manual entry required.
Why it matters:
Let’s say you’re a financial advisor and a new prospect calls after seeing your website. Upfirst collects their info and creates a contact record instantly, so you never lose track of an opportunity.
2. Log call summaries and transcripts as notes on client records
How it works:
After each call, Upfirst can send the call summary and full transcript to Redtail CRM and attach it as a note under the matching contact (or create a new one if needed).
Why it matters:
For insurance agents or law firms, every client conversation is important. This automation keeps your records up to date—no more scrambling to remember what was said or searching through emails for details.
3. Qualify leads and route urgent calls automatically
How it works:
Customize Upfirst to ask qualifying questions (like “Are you a current client?” or “What’s your investment budget?”). Based on the answers, your Zap can decide what to do next—for example, create a new Opportunity in Redtail CRM if the caller is a hot lead, or send you an urgent Slack message if the call is about a time-sensitive matter.
Why it matters:
You spend less time sifting through messages and more time focusing on high-priority clients. This is especially useful for financial services firms, where quick follow-up can make all the difference.
4. Schedule follow-up tasks and appointments
How it works:
When a caller requests a meeting or needs a follow-up, Upfirst can trigger Redtail CRM to automatically create a task or appointment with all the details collected.
Why it matters:
Never forget to return a call or schedule a meeting. Your team stays on top of every client request, boosting your professionalism and reliability.
What actions can you trigger in Redtail CRM after our virtual receptionist answers a call?
With the Redtail CRM virtual receptionist integration, you can automate the following actions after every call:
- Create or update contacts
- Create or update activities (tasks, meetings, calls, appointments, events)
- Create or update opportunities (deals)
- Add notes with call summaries or transcripts
- Create or update workflow step tasks
- Create or update documents
- Create or update companies, addresses, phone numbers, email addresses, and social media profiles
- Create or update custom fields (great for capturing specific caller details)
How to connect Redtail CRM to Upfirst
Setting up the Redtail CRM answering service integration is straightforward, even if you’re not a tech expert. Here’s how to do it:
- Sign up for Zapier
If you don’t already have a Zapier account, create one—it’s free to start. - Connect Upfirst to Zapier
- In your Upfirst dashboard, go to Integrations > Zapier and follow the prompts to connect your Upfirst account.
- Set up your trigger in Zapier
- Choose Upfirst as the trigger app.
- Select the “Call Completed” trigger. This means every time a call ends, your workflow (Zap) will run.
- Choose Redtail CRM as your action app
- Pick the Redtail CRM action you want, such as “Create Contact” or “Create Note.”
- Zapier will ask you to sign in to your Redtail CRM account.
- Map the fields
- Match the information from Upfirst (like caller name, phone number, custom answers) to the correct Redtail CRM fields.
- For example, connect the “Email” field from Upfirst to the email field in Redtail CRM.
- Add filters or conditions (optional)
- Only want to create opportunities for high-value leads? Add a Filter step so your Zap only runs if the caller’s budget is above a certain amount.
- Test your Zap
- Zapier will let you test your workflow to make sure everything is working correctly.
- Turn on your Zap
- Once you’re happy, turn it on. Now, every call handled by Upfirst will automatically update your Redtail CRM—no more manual data entry.
Tip: You can create multiple Zaps for different workflows, such as logging all calls as notes, but only creating new opportunities for qualified leads.
With the Redtail CRM answering service integration, you’ll never miss a lead or forget a follow-up. It’s a smart, hands-off way to keep your CRM updated and your team focused on what matters most—serving your clients.
