Help Center

Redtail Integration

This article provides a high-level overview of what syncs between LeadCenter and Redtail CRM.

LeadCenter to Redtail

• Contacts — Contacts created or updated in LeadCenter can sync to Redtail CRM.
• Appointments — Appointments scheduled in LeadCenter sync to Redtail calendars.
• Accounts — Financial account details (such as AUM and insurance products) sync from LeadCenter to Redtail.
• Notes — Notes created in LeadCenter can sync to Redtail.
• Tasks — Tasks created or updated in LeadCenter can sync to Redtail.

Automatic Contact Matching When Pushing to Redtail

When LeadCenter automatically pushes a contact to Redtail, it now checks Redtail first for an existing match before creating a new contact. This helps reduce duplicate contacts in Redtail during automatic sync.

How It Works

1. Before creating a new Redtail contact, LeadCenter searches Redtail using all available email addresses and phone numbers on the contact.
2. If exactly one matching Redtail contact is found, LeadCenter links to that existing Redtail contact and pushes updates there.
3. If no match is found, LeadCenter creates a new Redtail contact as usual.
4. If multiple matches are found, LeadCenter skips the automatic link to avoid connecting to the wrong contact.
5. If the matched Redtail contact is already linked to another LeadCenter contact, LeadCenter skips the automatic link to avoid conflicts.

Where This Applies

• Automatic contact push from LeadCenter to Redtail
• Background pushes triggered when related records such as appointments, tasks, or notes require the contact to exist in Redtail first

Note: This automatic matching applies to background and automated pushes only. Manual Push to Redtail actions still use the existing manual matching flow, where you choose the Redtail contact yourself.

Important: If Redtail returns an error during the matching step, LeadCenter falls back to creating a new contact so the sync is not blocked.

Redtail to LeadCenter

• New contacts — New contacts created in Redtail can be pulled into LeadCenter (controlled by a separate setting).
• Contact updates — Changes made to linked contacts in Redtail can sync back to LeadCenter when bidirectional sync is enabled.
• Activities / tasks — Activities and task updates from Redtail can sync into LeadCenter. Redtail tasks can also appear in the Tasks module when task update sync is enabled.

Note: Contact and task updates from Redtail are controlled by separate bidirectional sync settings in the Redtail configuration.

For setup steps, supported fields, and important limitations, see the Redtail Bidirectional Sync: Pull Contact and Task Updates into LeadCenter help article.

The Redtail integration helps keep client, activity, and task data aligned across both systems, reducing manual updates and improving visibility.