How to set up an integration with Redtail

This article will show you how to set up an integration with Redtail, which will allow you to see and edit contact details in Blueleaf.

From the Dashboard, click Settings -> 3rd Party Integrations.

Next, click "Authenticate with Redtail"

Then enter your login credentials for Redtail, to authorize access for Blueleaf

Once successful, you'll be redirected back

Managing Redtail contacts in Blueleaf

When viewing an individual client, you'll now have access to a "Redtail CRM" tab. If the client's email address in Blueleaf matches the email for a contact in Redtail, you can:

1. Click "View in Redtail" to jump directly to the contact record in Redtail

2. Edit contact details directly in Blueleaf

• Name
• Status
• Category
• Email(s)
• Phone number(s)
• DOB
• Company
• Job Title
• Strategic Allocation Model (SAM) attributes: risk tolerance, time horizon, investment objective
• Important information

3. View and create activities from the Activities tab:

4. View and create notes from the Notes tab:

If a client on Blueleaf does not have a matching Redtail contact record, you also have the option to create a new contact: