Setting up the integration:
If you have a Redtail CRM and a Bitsy subscription, navigate to https://app-v2.bitsyadvisor.com/integrations. From there, click on the Redtail tile to enter your Redtail credentials:
(For firm admins who are also advisors) Make sure you are on the integrations tab for whoever you would like to add the Redtail integration on behalf of - either yourself as an advisor (Advisor tab) or all users of the firm (Firm tab).
After a successful connection, you would see Redtail marked as an Active integration:
Once the connection is established, you can click on Bitsy's CRM Field Mapper to map Bitsy Fields to Redtail:
The default fields for mapping are below:
1. Pull Client data from Redtail CRM:
2. Push Client data to Redtail CRM:
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