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Zocks × Redtail: Integration Guide
Zocks × Redtail: Integration Guide

Keep your client records accurate, compliant, and automate admin with the Zocks and Redtail integration

Updated yesterday

Automate admin, start workflows with a click, and keep your client records accurate and compliant with Zocks’ effortless, fully customizable Redtail integration.

Follow the instructions in this Redtail guide to enable the Zocks integration:

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