It’s 6 PM. You’ve wrapped up a full day of client calls—another whirlwind of portfolio reviews, strategy updates, and follow-ups. But now comes the hard part: manually logging notes, creating tasks, and trying not to forget a single detail. Sound familiar?
This is the daily reality for financial advisors and wealth managers—constantly juggling client needs, regulatory requirements, and administrative tasks. It's draining. But what if you could streamline this process and reclaim your time to focus on what truly matters—building personal relationships?
Introducing Fireflies x Redtail CRM integration
We’re excited to introduce our newest integration with Redtail CRM —designed to empower financial advisors with seamless meeting workflows and smarter client management.
Redtail CRM helps financial professionals manage client relationships, communications, and tasks efficiently. With our new integration, meeting notes, action items, and tasks are automatically logged into Redtail CRM—eliminating manual data entry and ensuring interactions stay accurate, up-to-date, and compliant.
Once connected, you'll see the following enhancements in your Redtail CRM:
- Notes Section: Meeting notes are automatically synced to the corresponding contact record in Redtail CRM, including key takeaways, meeting metadata, and a link to the full Fireflies transcript.
- Tasks Section: Fireflies will generate tasks for action items, appearing as 15-minute events in your Redtail calendar, making it easy to follow up on client needs.
What this integration offers
The Fireflies and Redtail CRM integration enables financial professionals to:
- Auto-log meeting notes: Automatically capture and log all your meeting notes into Redtail CRM, saving you time and effort.
- Create tasks from action items: Fireflies detects action items from your meetings and generates tasks in Redtail CRM, ensuring follow-ups are never missed.
- Map notes to existing contacts: Seamlessly associate meeting notes with the correct contacts in your Redtail CRM.
- Create new contacts: If a meeting participant is not already in your Redtail CRM, Fireflies will automatically create a new contact record.
Get started in minutes
- Log in to Fireflies here
- Go to Integrations → Redtail CRM → Connect
- Authorize Fireflies access to Redtail CRM
- Set your preferences (contact creation, note syncing, task automation)
- Test with a sample note
Need help? Our step-by-step guide in the Help Center walks you through it.
Expert Tip: If you're a financial advisor using Fireflies, create custom summary templates to generate structured meeting notes that align with your firm's financial, regulatory, risk, and investment requirements.
Try the Fireflies and Redtail CRM integration today and start building more meaningful, stress-free client relationships.
https://fireflies.ai/integrations/crm/redtail
