Redtail Integration

Helpful notes on how the integration works:

  • Redtail is your “Data King”
    • If you update a contact record in Redtail, it will be updated in the Real Wealth® System within 15 minutes.
    • Not vice versa, so if you update a contact record in the Real Wealth® System, it will be overwritten by the matching Redtail contact record within 15 minutes. If you add data to a Real Wealth® System contact record into fields that don’t exist in Redtail, only that data will be saved. Redtail will overwrite any configured fields. If your Real Wealth® System contact record does not exist in Redtail, that contact record will remain in your system, but it will not be pushed to Redtail.
  • Contact records are identified as unique by their email address
    • If a contact record is loaded into Redtail as John Smith: johnsmith@123example.com then added as John Smith: smithjohn@example999.net into the Real Wealth® System, Redtail will push their John Smith record into the Real Wealth® System, which will then have 2 unique records of John Smith because each contact record has a unique email address.
  • Contacts that are not in Redtail will remain in your Real Wealth® System account
    • Contacts pulled/updated from Redtail will display a Redtail logo on their contact record in your Real Wealth® System account.
  • Data is pushed from Redtail to the Real Wealth® System every 15 minutes
    • Add a new contact in Redtail, but don’t see them in your Real Wealth® System yet? Give it 15 minutes, then refresh your browser.
  • Once you configure and save your integration settings, all contacts who meet those criteria will come from Redtail to your Real Wealth® System account.
    • If you switch how your integration is configured, all contacts that already exist in your Real Wealth® System account will remain, even if they no longer fit your Redtail configuration settings. Only new contacts from Redtail will be added based on your current configuration settings.
  • Fields that integrate from Redtail to the Real Wealth® System
    • First & last name
    • Email address
    • Date of Birth*
    • Wedding Anniversary*
    • Client Since* (shares to the ‘Client Renewal Date’ field in the Real Wealth® System)
    • Servicing Advisor
    • Writing Advisor
    • Category
    • Status
    • Tag Group (shares to the ‘Audience Group’ field in the Real Wealth® System)
    • Custom Fields – coming soon!
    • *These fields can be used in the Real Wealth® System for automatic Happy Birthday, Happy Anniversary and Annual Reminder Campaigns
  • More information on the integration can be found in this Redtail Helpdesk article.
  • Read more about why we’re excited to work with Redtail Technology!

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