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. GoToWebinar to sync to Redtail Seminars

    Enable GoToWebinar integration so that when people register for a webinar, it will auto add them to a linked seminar in Redtail. This is should happen without the need of Zapier, which would require us to pay for an extra service that other CRM's have figured out how to offer already.

    8 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact

    6 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow for more fields to flow through to MailChimp, like salutation, nickname, birthday

    Can we please add more data mapping to MailChimp, especially a NICKNAME?

    12 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    12 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    14 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  6. FMG - Add Nickname

    Include Nickname field in Integration (FMG Suite). The API should first look to NickName for the first name data, and if blank then default to FirstName. Per Redtail best practices for years it has been advised to use FirstName for the full legal name and Nickname and Familyname fields for the preferred name. However, Redtail is only building integrations with FirstName and ignoring NickName, which is causing all kinds of havoc and hurting our client experience when they see "the name only their mother calls them" on the reports. Please fix this fatal flaw ASAP Redtail. Otherwise, these integrations are…

    10 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  7. BombBomb

    Please integrate with BombBomb so that we can send videos via email to our clients.

    9 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Expand MarketingPro Integration to Sync Quicklists

    Currently, MarketingPro can sync RedTail contacts via Tag Groups. This is a great start as we can easily put contacts in a Tag Group and those contacts will then sync into MarketingPro.

    However, the problem with Tag Groups is that they are static. It'd be fantastic if we could sync over QuickLists, which are dynamic.

    That way, if we setup a Quicklist to include Contacts that are Clients and want our Newsletter, all contacts who meet this dynamic criteria would sync into MarketingPro.

    Currently, we have to manually manage a Tag Group that could easily be automated using a Quicklist.…

    12 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Active Campaign

    We would like to see a collaboration with an automated marking solution, like Active Campaign, that is updated with our Redtail contacts. We currently have to update our RT contacts and our automated marketing contact lists independently which is redundant.

    22 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  10. Robly

    Would be so helpful to integrate with Robly email marketing

    6 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adjust Note Type for MarketingPro Notes

    We use MarketingPro to send out blast emails to our contacts. The current integration allows for a note to be created in RedTail for every contact who was sent a message through MarketingPro.

    Unfortunately, these notes flow over to RedTail as a general note, which isn't always the best classification.

    For example, we use MarketingPro to take care of some compliance items. We need to be able to prove that we took care of item XYZ for contact ABC. We prove this by using different categories of notes. However, since all notes flow from MarketingPro as General notes, we have…

    6 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  12. FMG - Sync emails to notes

    Save a copy of the FMG generated "Handy emails" in the Redtail email outbox for historical purposes.

    4 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Leadpages.net

    I would love to see integration with Leadpages.net. I use them to create lead magnets and wouldn't it be cool if the lead was automagically added to Redtail?

    10 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Mail Chimp Export

    The Mail Chimp export should export nicknames if the field is not empty as an override to the first name field.

    4 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Get Response

    We have switched from Constant Contact to Get Response for client/potential client email communications due to the fact that we are able to get through more outside servers with Get Response.. Can RedTail add this as an integration?

    4 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  17. 9 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Vertical Response

    I would really like to see Redtail be compatible with the mass email service vertical response. I find them way better than mail chimp. I also like them better than constant contact. Any reason why that isn't set up already?

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  19. FMG Suite - Assign Category to Notes

    With the FMG Suite integration a note gets created whenever a card/email gets sent, or we receive a contact request. I'd like to be able to automatically assign those notes under a marketing category.

    3 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  20. Judy Diamond Prospecting Tool

    This website would be beneficial for anyone in the investment industry

    1 vote
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