How to Integrate Redtail CRM with Zeplyn

🔧 Setting Up the Integration

1. Go to Settings → Integrations.

2. Under Available Integrations, find Redtail.

3. Click Connect.

4. Enter your Redtail Username and Password when prompted.

5. On successful sign-in, your configuration will be added automatically — no manual setup required.

📝 Syncing Notes to Redtail

After your integration is connected:

1. Navigate to the Notes section in Zeplyn.

2. Select the note you want to sync.

3. Click Sync to CRM.

4. From the dropdown, choose the Contact (from Redtail) you want to sync the note to.

5. Toggle the attributes you want to sync, then confirm.

⚠️ Important:

• Once a note is synced to Redtail, it cannot be edited in Zeplyn.

• Redtail does not publicly expose a /users API or provide a way to fetch user IDs by email.

• Because of this limitation, any synced tasks will default to the user who performed the sync.

📍 Where to Find Synced Data in Redtail CRM

After syncing, your data appears under the selected Contact record:

• Notes → Available under the related Contact record in Redtail.

• Tasks → Action items appear under the contact’s Activities in Redtail.

🔄 What Zeplyn Retrieves from Redtail CRM

• Contacts: Retrieved from Redtail Contacts.

• Notes: Read from Redtail Notes associated with the contact.

• Tasks: Retrieved from Redtail Activities.

• Events (calendar meetings): Also retrieved from Redtail Activities.

✅ Summary

The Redtail integration allows you to:

• Sync meeting notes and follow-up tasks directly to client records

• Keep activities centralized within Redtail

• Maintain accurate client interaction history