STEP 1
Connect Cloze and Redtail CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cloze and Redtail CRM Integration
Build crm workflows between Cloze and Redtail CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Cloze and Redtail CRM
Detailed info you need to know about Cloze and Redtail CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Cloze to Redtail CRM
Set up your Cloze and Redtail CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cloze and Redtail CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cloze and Redtail CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cloze and Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Cloze and Redtail CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cloze triggersRedtail CRM actions
Cloze modules
- Add a Communication RecordAdds a communication record, such as an email or call, to the Cloze timeline.
- Add a Content RecordAdds a content record, such as a note or document, to the Cloze timeline.
- Create a CompanyCreates a new company in Cloze.
- Create a PersonCreates a new person in Cloze.
- Create a ProjectCreates a new project in Cloze.
- Create a To-DoCreates a to-do item on the Cloze timeline.
- Delete a CompanyDeletes a company from Cloze.
- Delete a PersonDeletes a person from Cloze.
- Delete a ProjectDeletes a project from Cloze.
- Find CompaniesSearches the companies in Cloze and returns the matching entries.
- Find PeopleSearches the people in Cloze and returns the matching entries.
- Find ProjectsSearches the projects in Cloze and returns the matching entries.
- Get a CompanyRetrieves a single company from Cloze.
- Get a Company TimelineRetrieves the timeline of communications and activity for a Cloze company.
- Get a Message BodyRetrieves the body of a message stored in Cloze.
- Get a PersonRetrieves a single person from Cloze.
- Get a Person TimelineRetrieves the timeline of communications and activity for a Cloze person.
- Get a ProjectRetrieves a single project from Cloze.
- Get a Project TimelineRetrieves the timeline of communications and activity for a Cloze project.
- Get MessagesRetrieves the details of the given messages from Cloze.
- Get Multiple CompaniesRetrieves several companies from Cloze in one request.
- Get Multiple PeopleRetrieves several people from Cloze in one request.
- Get Multiple ProjectsRetrieves several projects from Cloze in one request.
- Get Recipient ListsRetrieves the recipient lists available in the Cloze account.
- Get Similar ProjectsRetrieves projects in Cloze that are similar to a given project.
- Get the User ProfileRetrieves the profile of the connected Cloze user.
- List Company ChangesRetrieves companies in Cloze in feed batches, optionally only those modified after a given time.
- List Contact SegmentsRetrieves the contact segments defined in the Cloze account.
- List Contact StagesRetrieves the contact stages defined in the Cloze account.
- List Custom FieldsRetrieves the custom fields defined in the Cloze account.
- List Email OpensRetrieves the email opens that Cloze has tracked.
- List Person ChangesRetrieves people in Cloze in feed batches, optionally only those modified after a given time.
- List Project ChangesRetrieves projects in Cloze in feed batches, optionally only those modified after a given time.
- List Project SegmentsRetrieves the project segments defined in the Cloze account.
- List Project StagesRetrieves the project stages defined in the Cloze account.
- List StepsRetrieves the steps defined in the Cloze account.
- List Subteam NodesRetrieves the subteam nodes of the Cloze team.
- List TagsRetrieves the tags (keywords) defined in the Cloze account.
- List Team MembersRetrieves the members of the Cloze team.
- List Team RolesRetrieves the roles available on the Cloze team.
- List Views and AudiencesRetrieves the views and audiences defined in the Cloze account.
- Make an API CallSends a custom authorized request to the Cloze API.
- Query Funnel Information (Beta)Queries sales funnel analytics in Cloze using a named query.
- Query Lead Qualification DataQueries lead qualification analytics in Cloze using a named query.
- Query Project DataQueries project analytics in Cloze using a named query.
- Query Team ActivityQueries team activity analytics in Cloze using a named query.
- Query User ActivityQueries activity analytics for the Cloze user using a named query.
- Submit a Person via FormSubmits a person to Cloze the way a web form would, applying the form's routing rules.
- Update a CompanyUpdates an existing company in Cloze.
- Update a PersonUpdates an existing person in Cloze.
Redtail CRM modules
- Add a Comment to a NoteAdds a comment to a note, optionally notifying a user or team.
- Add a Contact to a Tag GroupAdds a contact to a tag group.
- Add a Custom Field Value to a ContactSets a custom field value on a contact.
- Add a Keyword to a ContactAssigns a keyword to a contact.
- Add a Member to a FamilyAdds a contact to a family.
- Add an Attendee to a SeminarAdds a contact as an attendee of a seminar.
- Complete a Workflow StepCompletes a workflow step, with an outcome when the step requires one.
- Complete a Workflow TaskMarks a workflow task complete.
- Create a ContactCreates a new contact, optionally with contact details, keywords, advisor roles, and an allocation model.
- Create a Contact AccountAdds a financial account to a contact.
- Create a Contact AddressAdds an address to a contact.
- Create a Contact AssetAdds an asset to a contact's financial picture.
- Create a Contact EmailAdds an email address to a contact.
- Create a Contact EmploymentAdds an employment record to a contact.
- Create a Contact LiabilityAdds a liability to a contact's financial picture.
- Create a Contact NoteAdds a note to a contact, optionally notifying a user or team and creating a follow-up activity.
- Create a Contact PhoneAdds a phone number to a contact.
- Create a Contact Social Media AccountAdds a social media account to a contact.
- Create a Contact URLAdds a web address to a contact.
- Create a FamilyCreates a family with a head of household and optional members.
- Create a Family for a ContactCreates a family with the contact as head of household.
- Create an Account AssetAdds a holding to a financial account.
- Create an Account BeneficiaryAdds a beneficiary to a financial account.
- Create an ActivityCreates a calendar activity, optionally recurring, with linked contacts and attendees.
- Create an OpportunityCreates an opportunity linked to one or more contacts.
- Create a SeminarCreates a seminar, optionally with attendees.
- Create a Tag GroupCreates a tag group.
- Create a WorkflowStarts a workflow from a template, optionally for a contact.
- Create a Workflow TaskAdds a task to a workflow step.
- Delete a ContactDeletes a contact.
- Delete a Contact AccountDeletes a financial account from a contact.
- Delete a Contact AddressDeletes an address from a contact.
- Delete a Contact AssetDeletes an asset recorded for a contact.
- Delete a Contact Custom Field ValueDeletes a custom field value from a contact.
- Delete a Contact EmailDeletes an email address from a contact.
- Delete a Contact EmploymentDeletes an employment record from a contact.
- Delete a Contact LiabilityDeletes a liability recorded for a contact.
- Delete a Contact NoteDeletes a note from a contact.
- Delete a Contact PhoneDeletes a phone number from a contact.
- Delete a Contact Social Media AccountDeletes a social media account from a contact.
- Delete a Contact URLDeletes a web address from a contact.
- Delete a FamilyDeletes a family.
- Delete an Account AssetDeletes a holding from a financial account.
- Delete an Account BeneficiaryDeletes a beneficiary from a financial account.
- Delete an ActivityDeletes an activity.
- Delete an OpportunityDeletes an opportunity.
- Delete a SeminarDeletes a seminar.
- Delete a Tag GroupDeletes a tag group.
- Delete a WorkflowDeletes a workflow.
- Delete a Workflow TaskDeletes a workflow task.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cloze and Redtail CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cloze and Redtail CRM.
Connect your Cloze and Redtail CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cloze's "Watch Events" fires, WEXTL can "Add a Comment to a Note" in Redtail CRM. Cloze has 2 triggers (including Watch Events and Watch Projects); Redtail CRM has 141 actions (including Add a Comment to a Note, Add a Contact to a Tag Group, and Add a Custom Field Value to a Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cloze-to-Redtail CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cloze (or Redtail CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cloze + Redtail CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cloze and Redtail CRM integration.
- Cloze and Redtail CRM integration source code, module specs and credentials implementation.
- Our Cloze and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cloze and Redtail CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cloze integration information
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library