Setting up the integration:
To establish your integration with FMG Suite, click the FMG Suite option accessible from your Integrations menu in Redtail. You'll then see the below modal:
Click "Single Sign On" and you'll see the below:
Just enter your FMG Suite credentials and click "Login." After this initial login, going forward you'll automatically be signed into FMG Suite when clicking that Single Sign On option from Redtail, i.e., you will not have to enter your credentials again.
From your FMG Suite dashboard, on the left navigation bar, click “Contacts” and then click “Manage Contacts”:
On the top of the Contacts page, under Import Your Contacts, click "Sync Redtail CRM":
You’ll then be prompted to log into your Redtail account to authenticate (if you began this process from the FMG Suite side, rather than after Single Sign-On from Redtail):
FMG Suite doesn't store your Redtail username or password and you will not be required to connect to Redtail every time you log into your dashboard. This one-time authentication process allows them to sync your FMG dashboard with Redtail.
1. SSO from CRM to FMG.
2. FMG pulls contact or contacts via Tag Groups from Redtail, which includes the following information from Redtail CRM:
- First and last name
- Email address
- Physical address (the top address in a record's Contact Card will be be sent to FMG)
- Phone number
- Marital status
- Client anniversary
- Email status
Once connected, you can sync your contacts (either All Contacts/Groups or Just Specific Groups).
During the syncing process, all of your contacts in your FMG Suite dashboard will be replaced with your Redtail contacts lists. Your FMG Suite contacts will be overwritten, so make sure all of your FMG Suite contacts are also in your Redtail account before syncing. Note as well: only contacts with a Type of Individual are included in the sync.
Here is an overview of the Redtail CRM Synchronization modal:
What Would You Like To Sync From Redtail CRM?: You can choose which of your contacts from Redtail to add to FMG Suite. Choose to either sync all of your contacts or only specified tags.
Sync Frequency: To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box in this section. If you choose not to enable automatic syncing, you can start an on-demand sync at any time from your Contacts page in FMG Suite.*
Sync FMG Suite Activity: Check the box in this section if you’d like FMG Suite to write an activity note to Redtail each time:
A website form is completed
An email is sent
Someone opts out of your emails
*After your initial integration, you may update your contacts sync method on-demand. To do this, navigate to Contacts>>Manage Contacts in FMG Suite. To update your Redtail contacts on-demand, you can click "Update Contacts":
Once your contacts are synced, you can update on-demand only when you want to, or select the option to automatically update your contacts list on a daily basis. Remember, any changes to a contact’s information can only be made within your Redtail account.
Updating Your Sync Settings
To update your sync settings after your initial integration, navigate to Contacts>>Manage Contacts in FMG Suite. Select the arrow dropdown next to "Update Contacts", and select "Update current settings". You can then update the contact settings in the Redtail CRM Synchronization modal:
Not seeing a new Tag Group that you have created in Redtail? You may need to manually sync Redtail or update sync settings to include the group you've created.
To update your sync settings, first, navigate to Contacts>>Manage Contacts in FMG Suite.
If you are syncing "All Contacts/Groups," simply click the "Update Contacts" button. Your new group will then be added to your groups list after the sync completes.
If you are syncing "Just Specific Groups," click on the dropdown arrow on "Update Contacts" and select "Update current settings":
Next, you will see the "Redtail CRM Synchronization" modal:
Under the "Just Specific Groups" tab, select the tag group name you've created in Redtail. Hit "Save," and a new Redtail sync will begin. Your new group will then be added to your groups list after the sync completes.
3. FMG posts new leads from Website to Redtail.
On your FMG Suite website, all form submissions (including newsletter signup, event registration, and, eventually, contact submissions) will automatically add the contact into your FMG Suite contacts and push an activity to your Redtail account.
If the contact is new to Redtail, the contact will be added and a description of the lead source will be added to the contact record. If the contact is not new to Redtail, the FMG Suite system will send a description of the lead source and add to the “Notes” section of the contact’s record.
FMG Suite resources:
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