Step 1
Creates the Redtail contact tagged by seminar, branch, and advisor.
Integration · Redtail
Redtail + mTap
Capture at the seminar; the contact lands in Redtail enriched — before you leave the room.
mTap is not a CRM. It's the in-person front-end that feeds the one you've got.
CRM Record
John Smith
Enriched
90%
- CompanyTechCorp Inc.
- TitleVP of Sales
- Emailjohn@techcorp.com
- LinkedInin/johnsmith
Synced · Redtail · follow-up drafted
How the sync works
Capture → enrich (90%) → push to Redtail.
Financial advisors running client data in Redtail CRM.
Step 2
Captures notes and the event as the first activity on the record.
Step 3
Compliance-friendly: writes through the standard Redtail integration, no local CSVs.
mTap enriches every captured contact to a full record at 90% accuracy and syncs to Redtail in real time.
Field mapping
mTap → Redtail
| mTap field | Redtail field |
|---|---|
| Full name | Contact: Name |
| Company | Account / Company |
| Title | Title |
| Phone | Phone |
| LinkedIn URL | |
| Event captured at | Lead Source / Campaign |
| Notes | Description |
Need a custom field? Talk to us →
FAQ