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Integrations

Redtail Integration
How do I enable the Wealthbox integration? Syncing with Orion Integration with BigMarker Integrating LeadCenter with Catchlight SmartAsset Integration Redtail Integration Integration with Microsoft Power BI

Integrations

How do I enable the Wealthbox integration? Syncing with Orion Integration with BigMarker Integrating LeadCenter with Catchlight SmartAsset Integration Redtail Integration Integration with Microsoft Power BI

Redtail Integration

This article covers what is synced between LeadCenter and Redtail CRM

LeadCenter to Redtail:

  • Contacts (contact create and contact update): Contacts created or updated in LeadCenter sync continuously to Redtail CRM, ensuring consistency.
  • Appointments: Appointments scheduled in LeadCenter sync to Redtail CRM calendars, including confirmations and reminders.
  • Accounts: Financial account details (AUM, insurance products) are synchronized from LeadCenter to Redtail.
  • Notes: Notes created in LeadCenter are synced to Redtail CRM, providing consolidated documentation.
  • Tasks: Tasks created or updated in LeadCenter are pushed to Redtail CRM, ensuring cohesive task management.

Redtail to LeadCenter:

  • Contacts (only one-time sync upon creation): New contacts created in Redtail CRM are pushed one-time into LeadCenter.
  • Activities: Activities logged in Redtail CRM are synchronized into LeadCenter, providing visibility across both systems.

This bidirectional integration facilitates streamlined data management, enhanced productivity, and accurate client information, reducing administrative workloads and enhancing operational efficiency.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.