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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Can you add the Integration to Docupace to Common Tasks?

    Today, when on a contact record, there are Common Tasks list that has things like "Send to Laser App". Can you add an option to Send to Docupace Starting Point? Or, better yet launch all three Integration options to Docupace from Common Tasks?

    29 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    9 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  2. ShareFile

    When clicking "Documents" on a client, can we add the ability to make the default 'Document view' be ShareFile Documents for the entire database?
    This would be selectable in Preferences->Contact Record->Default Document View.

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integrate OneDrive for Business (Office 365 Business Plan)

    I want to be able to assign a link to my client's folder in OneDrive in the profile so that I can easily click directly to it from RT.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  6. evernote

    It would be great if we could update notes within CRM. :( The integration information states that we should be able to do that, but we can't.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  8. Laserfiche - Add Suffix

    Allow suffix to be part of API- doesn't show is laserfiche- very limiting when we have Jr and Sr clients

    we need to be able to have II and III and Jr and Sr as options. This is part of their name. how do we keep them separate with our integrations if it isn't allowed in the API?

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sync.com

    I would love to see an integration with Sync.com for document storage, if at all possible. Thanks!

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  10. Docupace Integration

    Make integration two way with Docupace and link over more fields into the system such as family tree like you do for Laserapp. Two way client info updates and document storage link.
    Workflow/Activity triggers.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  11. Docupace Workflow Trigger

    When sending a client to Docupace starting point. Be able to trigger a workflow or integrate their workflow into the clients profile somehow.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  12. Citrix Sharefile - Activity document saves to sharefile

    Would like to upload a document to a Client's Activity and have it deposited to a mapped ShareFile folder, depending on the Activity type. Ideally, we could set up a document template in ShareFile for client folders and then a mapping scheme in Redtail. For example, it would be great to upload a MoneyLink confirmation to a MoneyLink task and have it automatically saved in the desired MoneyLink subfolder. It would basically save us the step of having to navigate to a clients folder whenever we want to save task based documents. It would also promote best practices because these…

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  13. Rocketbook note taking automation into documents or notes

    https://getrocketbook.com/ is a fantastic way to digitize note's quickly and efficiently.

    Currently, the only way to get these note's into our CRM is by using Evernote. Well, this is going to clutter up Evernote quickly, but it is worth the convenience or storing those notes easily.

    A better way would be to add notes automatically through Rocketbook's API. Perhaps after the upload, we could tag clients or create action items??

    Another option would be to give each CRM an email to receive note's with, and have the tagging options available from there.

    Regardless of how you brilliantly do it, this…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  14. Docupace Starting Point Automation

    Please add just like you have the Orion new accounts automation, the ability to trigger Send Client to Docupace Starting Point. You already have the integration and feature manually. It would be amazing to get this done as we are starting to use them!

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  15. OneNote

    I use OneNote and would love it it integrated somehow with RedTail. I see there is an Evernote integration so I am not sure why OneNote isn't an option

    83 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  16. iDoc

    It would be nice if idocs and the documents section in redtail communicated to each other and the documents fed through to each other.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  17. Evernote Integration to include Import Contacts

    It would be great to be able import a contact from Evernote to Redtail.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  18. Cabinet NG

    Our offices uses Cabinet NG for uploading documents/policies/etc our clients have purchased and we think it would be a good idea if we were able to link a document or the information to the client's info in RedTail rather than entering it manually

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  19. Evernote - account/contact to link more than 1 notebook

    since you now allow linking with Evernote and we can link an Evernote notebook with more than 1 contact, you should also work out a way to link more than 1 notebook with an account.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  20. Unable to Send Joint Spouses to Docupace

    When using the Docupace integration, the joint spouse information is not pulling over. According to Docupace this is not mapped out on Redtail's side. Please make this adjustment for the Docupace integration so we can send joint spouse information from Redtail to Docupace.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1
  • Don't see your idea?

Feedback and Knowledge Base