How to Connect Affinity Publisher with Redtail (2026)

Affinity Publisher

★★★★ 4.5

Design Creative Publishing

A professional desktop publishing application for creating books, magazines, brochures, and marketing materials.

Full Review

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Redtail

★★★★ 4.0

Crm Industry Specific Crm

A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Full Review

About These Tools

Affinity Publisher: A professional desktop publishing application for creating books, magazines, brochures, and marketing materials.

Redtail: A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Key Features

Affinity Publisher

Master pages
Advanced typography
Data merge
IDML import
Preflight checks
PDF/X export

Redtail

Contact management
Workflow automation
Seminar management
Report writer
Compliance tools
Document imaging

Pricing

Affinity Publisher

One time $69.99

Redtail

Subscription $99/database/month (15 users)

Detailed integration guide coming soon. We're researching the specific ways Affinity Publisher and Redtail work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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