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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

Before LeadCenter automatically creates a new contact in Redtail, it first checks whether a matching Redtail contact already exists. This helps reduce duplicate contacts and helps avoid overwriting or conflicting with existing Redtail data.

How It Works

1. Before creating a new Redtail contact, LeadCenter searches Redtail using the contact’s available email addresses and phone numbers.
2. If a matching Redtail contact is found, LeadCenter skips creating a new contact to avoid duplicates and prevent unintended data changes.
3. If no matching Redtail contact is found, LeadCenter creates a new contact in Redtail.

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. Manual Push to Redtail actions may still use the 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.