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Questions & Answers and How-to

Why aren't my notes and tasks pushing to Redtail CRM?
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Questions & Answers and How-to

How to Bulk Update Contacts How to Bulk Delete Keywords or Tag Not Receiving 2FA Authentication Texts from Insurance Carriers or Microsoft How to Remove(Deactivate) or Activate a User Q&A about TCPA Text Message Compliance In LeadCenter How to Disable receiving Daily Contact Update and Other Notifications I am not able to see an appointment in LeadCenter and connected Redtail Calendars Troubleshooting App Crashes on iPhone How to Integrate LeadJig with LeadCenter.AI? How to Embed a YouTube Video in LeadCenter Event Description Selecting All Users in Calendar Hang the Browser or Crash it How can I retarget event attendees based on their "event status" Capturing After-Hours Calls from Third-Party Call Centers How to Make an Email Private or Request Deletion How to Link a Client to Their Power of Attorney (POA) Why aren't my notes and tasks pushing to Redtail CRM? Personal vs Shared Notifications Do I have to add unsubscribe and postal address to each email template? Why Shortcodes Don't Populate in Test Emails How do I link a client to his wife if the client is also link to his parents I am getting the error message "User's under organization cannot be added here...." in Shared Notifications How to offer two time durations options in Bookmytime.ai Why appointment confirmation email is not being sent from my email? Clarification on "Invited" Status in Event Registration Workflow Issues with Viewing Confirmation Emails on Contact Cards Document upload issues - not receiving authentication code by email

Why aren't my notes and tasks pushing to Redtail CRM?

Answer:
If you're not seeing your notes and tasks created in LeadCenter appear in Redtail CRM, the most likely reason is that the user hasn't connected their Redtail calendar. Refer to Step 3 below for details.

To successfully push notes and tasks from LeadCenter to Redtail, ensure all three of the following requirements are met:

  1. CRM Integration: Connect your LeadCenter account to Redtail via the CRM Integration Page .
  2. Enable Syncing: On the Redtail Integration Configuration Page , enable the options to push notes and tasks.
  3. User Calendar Connection: Each user must individually connect their Redtail calendar in their Calendar Settings Page . This is essential because LeadCenter’s Redtail CRM integration uses a single Redtail admin account for API communication. In order to correctly associate notes and tasks with the actual Redtail user who created them, the user’s Redtail calendar must be connected. Without this step—even if steps 1 and 2 are completed—notes and tasks created by that user will not be pushed to Redtail.

Important Note: LeadCenter currently supports pushing newly created notes to Redtail. However, updates or deletions made to those notes in LeadCenter will not sync back to Redtail. Any updates or removals must be performed manually within Redtail.

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.