Redtail + CompanyHub Integrations, Built by an AI Agent
Put Redtail + CompanyHub to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Redtail and CompanyHub
See the kind of workflows teams build with Redtail and CompanyHub below — describe the exact one you want above and the Agent builds it on demand.
Redtail + CompanyHub
When a new deal is opened in CompanyHub, sync deal records to Redtail CRM.
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Sync newly created leads across CRM platforms
When a new lead is captured in Redtail, automatically create or update the matching contact in CompanyHub to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in CompanyHub, update the corresponding opportunity stage in Redtail for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Redtail, log a status update activity on the corresponding account record in CompanyHub.
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Browse the full workflow library →
Looking to achieve something else with Redtail and CompanyHub?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Redtail and CompanyHub
Everything Redtail and CompanyHub can do inside a workflow — the triggers that start one and the actions that run when it fires.
Redtail Explore Redtail →
Redtail CRM is a web-based customer relationship management platform designed specifically for financial advisors and wealth management professionals.
TriggersTriggers when a new activity is created in your database.
Triggers when an activity is deleted in your database.
Triggers when an activity is updated in your database.
Triggers when a new contact is created in your database.
Triggers when a new contact is deleted in your database.
Triggers when an existing contact is updated in your database.
Creates a new activity in your database.
Creates a new contact in your database.
Creates a new opportunity in your database.
Updates and existing activity in your database.
Updates an existing contact in your database.
Updates an existing opportunity in your database.
CompanyHub Explore CompanyHub →
CompanyHub is a customizable customer relationship management platform that helps sales teams manage contacts, leads, and deals.
TriggersTriggers when a new company is created.
Triggers when a contact is created.
Triggers when a new deal is created.
Triggers when a new quote is created.
Triggers when a new record is created in a specified custom table.
Triggers when a new Sales Order is created.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates a note for a record of specified table.
Creates a quote with line items.
Creates a new record in custom table.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
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17hats
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1CRM
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1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
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ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Redtail + CompanyHub
Is there a pre-built Redtail + CompanyHub automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Redtail and CompanyHub's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Redtail or CompanyHub connector?
No. The Agent works whether or not Redtail or CompanyHub already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.