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Redtail Bidirectional Sync: Pull Contact and Task Updates into LeadCenter

Keep LeadCenter more up to date when your team works in Redtail. You can enable Redtail update sync so changes made in Redtail are pulled back into LeadCenter for linked contacts and tasks.

Overview

With these settings enabled, LeadCenter can receive:

• Contact updates — Changes made to linked contacts in Redtail can sync back to LeadCenter.
• Task updates — Task updates, completions, and cancellations in Redtail can sync into LeadCenter.

Important: This is different from pulling new contacts from Redtail. New contacts created in Redtail are still controlled by the separate Pull contacts from Redtail setting.

How to Enable

1. Go to Settings → Integrations → CRM.
2. On the Redtail card, click Configure.
3. Enable Pull contact updates from Redtail to LeadCenter if you want contact changes to sync back.
4. Enable Pull task updates from Redtail to LeadCenter if you want task changes to sync back.
5. Click Save.

Enable contact updates and task updates from Redtail in the Redtail configuration page.

What Can Sync from Redtail

Contact updates

When contact update sync is enabled, LeadCenter can update these linked contact fields from Redtail:

• Name details — first name, middle name, last name, family name, nickname, suffix, salutation
• Primary contact info — primary email, primary phone/mobile, primary phone type
• Address — street address, address line 2, city, state, postal code, country
• Professional details — company, job title, job status
• Personal details — date of birth, gender, marital status, anniversary date
• Client details — client since, termination date, date of death, referred by
• Classification — source, stage, category, notes/enquiry
• FA-specific fields — client status, writing advisor, servicing advisor, tax ID
• Relationships and other fields — spouse relationship, Head of Household flag, mapped custom fields

Note: Source and Category are updated only if LeadCenter can match the Redtail value to an existing Source or Category by name. If no match is found, the current LeadCenter value stays unchanged.

Task updates

When task update sync is enabled, Redtail task changes can update records in LeadCenter’s Tasks module.

• Title
• Notes
• Due date
• Status
• Completion status and timestamp

Additional task fields such as Priority, Category, and Private can sync when the task is created in Redtail, but they may not update for tasks that originally came from LeadCenter.

How It Works

Redtail sends updates to LeadCenter when linked contacts or tasks are created, updated, completed, or deleted. LeadCenter processes those updates and applies them to the matching record.

• Contact created/updated: usually appears within about 2 minutes
• Task/activity created/updated/deleted: usually appears within about 30 seconds

Where to Find Results

• Contacts — Open a linked contact record in LeadCenter to review updated contact details pulled from Redtail.
• Tasks — Open the Tasks module to review updated Redtail tasks.
• Calendar — Redtail tasks still appear in the Calendar view as well.

Important Notes

• Linked records only: Contact updates from Redtail apply only to contacts already linked to a LeadCenter record.
• Main contact only: Only the main Head of Household individual contact is synced. Family members are not included in this contact update sync.
• New Redtail contacts: Pulling new contacts from Redtail is controlled by a separate setting.
• Deleted tasks are not removed: If a task is deleted in Redtail, it is marked as Cancelled in LeadCenter.
• No sync loops: Updates received from Redtail do not trigger another update back to Redtail.
• Automations may still run: Because records are updated in LeadCenter, workflows, Zapier, or other automations may still be triggered.
• Tasks stay visible in both places: Redtail tasks appear in both the Calendar view and the Tasks module when enabled.

What Changed

Before

• Contacts — Contacts could be pushed from LeadCenter to Redtail, but changes made in Redtail did not sync back.
• Tasks — Tasks created in Redtail appeared in the Calendar view, but not in the Tasks module.
• Appointments — Calendar syncing already worked and remains unchanged.

Now

• Contacts — Updates made in Redtail can now sync back to LeadCenter when enabled.
• Tasks — Redtail tasks can now appear in both the Calendar view and the Tasks module, and updates can continue syncing back.
• Appointments — Appointment/calendar syncing continues to work as before.

Troubleshooting

• My Redtail contact changes are not showing in LeadCenter: Confirm Pull contact updates from Redtail to LeadCenter is enabled, and confirm the contact is already linked between both systems.
• My Redtail task is not in the Tasks module: Confirm Pull task updates from Redtail to LeadCenter is enabled. Redtail tasks may still appear in the Calendar view even if task updates are not enabled for the Tasks module.
• A deleted Redtail task still exists in LeadCenter: Deleted Redtail tasks are not removed from LeadCenter. They are marked as Cancelled.
• Source or Category did not update: LeadCenter only updates those fields if it can match the Redtail value to an existing Source or Category by name.

FAQs

Does this pull in brand-new contacts from Redtail?

No. New contact import is controlled by a separate Pull contacts from Redtail setting.

Will Redtail updates create a sync loop back to Redtail?

No. Updates received from Redtail do not trigger another update back to Redtail.

Are family members synced too?

No. For contact updates, only the main Head of Household individual contact is synced.

Need help? Contact support@leadcenter.ai.