Logo Help Center

Contact Us Sign in

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 RingCentral Integration GoTo Connect Integration Leadcenter Wealthbox Contact Field Mapping Dialpad Integration How to Disassociate a Contact from Wealthbox or Redtail Sync Contacts with Zapier Sync Seminars and Attendees with Zapier Black Diamond Integration Connect Gmail or Google Workspace to LeadCenter Redtail Bidirectional Sync: Pull Contact and Task Updates into LeadCenter

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 RingCentral Integration GoTo Connect Integration Leadcenter Wealthbox Contact Field Mapping Dialpad Integration How to Disassociate a Contact from Wealthbox or Redtail Sync Contacts with Zapier Sync Seminars and Attendees with Zapier Black Diamond Integration Connect Gmail or Google Workspace to LeadCenter Redtail Bidirectional Sync: Pull Contact and Task Updates into LeadCenter

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.

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.

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.