Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  1. 1 vote
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    0 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow integration to Microsoft SharePoint shared folders

    Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.

    3 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  3. linkedin

    integration with LinkedIn would be awesome, so that you could create a new contact using their LinkedIn information, or at the least their name, picture, etc. I'm pretty sure this is a feature that LinkedIn makes available to CRM systems so hopefully you will explore further. Thanks!

    9 votes
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    2 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  4. Having some form of integration with phone lines that can pull up a contact when a client calls in.

    Is there any way for RedTail to pop up a client contact if they were to call in? Insurance agencies have this solutions available and it would be easier for note taking and being able to readily have their information.

    4 votes
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    0 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
  5. Laser App

    We have information about the client that we would like to enter but we do not have fields in Redtail to input that information that will then feed to Laser App.

    6 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. FMG Suite integration

    In syncing contacts to FMGSuite, we need to see Quicklist Tags. Not just Tag Groups. Since Tag Groups are static, they are of limited usefulness for the purpose of identifying categories to send emails to. Since Quicklists are dynamic, I can count on the correct client records being in given Quicklists.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Import More Data Points via Zapier

    Have to update what can be imported from Zapier. Only the name and category/status at this point. Ideally you would be able to pull in a phone number, email, address, any data point you want. Hard to see why that can't be built out.

    9 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  8. Citrix Sharefile File Explorer Link

    You have a citrix integration, this is kind of useless as it requires the downloading and uploading of files to use them. Please integrate a button that would "open the windows file explorer location" of the files (assuming citrix files or sharefile sync are installed on the local machine)

    Ive tried to figure out how to put the direct folder location as a website link in the client contact card but am unable to make it work.

    6 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add WeChat as an option to Social Media under Contact Card.

    Currently, the options are only Facebook, Twitter, LinkedIn, ...etc. But nowadays, more and more people are using WeChat. Instead of URL, it can be a simple text field where we can enter WeChat account number.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Timetrade

    It would be great if there was an integration with Timetrade. Timetrade is an appointment scheduling tool that has integrations with Salesforce. It allows clients and prospects to directly schedule a visit into my calendar without the back and forth email.... I've been using if for years and have had to use my outlook desktop app to have Redtail and Timetrade to sync together... however the new Redtail cloud just doesn't work as well.

    Therefore a direct integration would be FANTASTIC!

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. New integration: Calendly

    Still waiting on an integration with Calendly

    31 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Have more fields send to MailChimp, incl. tags/keywords as tags in MailChimp

    Currently Email, First Name, Last Name, and Nickname send to MailChimp. Should not take much to send additional info, starting with tag or keyword to match tags over on the MailChimp side. In addition would love to see the address, phone, and date-of-birth fields come over.

    8 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  13. archive social media posts and blogs

    It would be great to have a social media archiving solution inside the redtail ecosystem. Bonus points if it can tell who is a member of our company facebook group or a linkedin contact and indicate that in redtail.

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Can we get Eventbright or similar to integrate? That way, their RSVP data for seminars can be directly imported

    Integrating an event coordinator for the seminar participation data would save a lot of time and energy. Event Bright is an example of a company that provides a portal to "sell" the seminar ticket and provide event reminders to those that have RSVP'd to the event.

    4 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow integration to Google Drive Shared Folders

    Currently all of our contact's documentation is stored on a Google Shared Drive. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.

    8 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. protect the name field from unintended changes from an integrated program (the advisor will change the name in eMoney, it alters the name

    the advisor uses the client nickname in eMoney which changes my entry in RT (legal name) can this field be locked or...?

    1 vote
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  17. Link to office phone

    Is there a way to have Redtail linked to our office phone? This way when a client calls in Redtail will pull up the information contact information and we will know that we have the correct client.This way we can add a note, workflow or task to the correct client.

    24 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. suffix

    Would like suffix to feed over to laserapp and be added after lastname

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. Implementation of Single Sign On (SAML 2.0 Support)

    For security and automation it would be very useful if Redtail supported SSO integration to Azure AD. This would allow us to better manage employee access into Retail as well as support our preferred 2FA solution.

    Is there a roadmap when this could be implimented?

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please create an online meeting scheduler or integration ability for those who don't use Microsoft Outlook!

    We don't use Microsoft Outlook, just online RedTail/Zimbra email and calendar. It would be very helpful if you could create an online meeting scheduler (such as Calendly) that integrates with RedTail's calendar and email.

    32 votes
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    3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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