Bitsy

Integration Name:

Bitsy

Integration Type:

Advisor Tools

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:

 

 

Integration functionality:

1. Pull Client data from Redtail CRM:

 

2. Push Client data to Redtail CRM:

 

 

Bitsy resources:

Website

 

If you are looking for other Advisor Tools, click here!