Integration Name:
Integration Type:
Marketing Tools (Lead Capture)
Setting up the integration:

3. Click Integrations at the bottom of the Setup Menu to open the Integrations screen. ( https://app.oryxcloud.com/dashboard/integrations):

4. On the Integrations screen, click the Connect button inside the Redtail box:



2. Search for First Name and select it from the list. Now First Name in LeadCenter.AI is mapped to First Name in Redtail. When you push a lead from LeadCenter.AI to Redtail CRM, those fields will map together and the first name of the lead in LeadCenter.AI will be transferred as the Redtail Contact's First Name. Note: If you can't find the field you want to map in the drop down, you should create it first as a custom field in LeadCenter.AI. More information about creating Custom Fields in LeadCenter.AI will be provided later in this article.

- Salutation
- First Name
- Middle Name
- Last Name
- Suffix
- Preferred Pronouns
- Nickname
- Designations
- Job Title
- Employer
- Family Name
- Address Type (multiple addresses can be pushed from LeadCenter.AI to Redtail)
- Is Primary Address
- Country
- Address
- Address Line 2
- City
- State
- Postal Code
- Email Type (multiple email addresses can be pushed from LeadCenter.AI to Redtail)
- Email Address
- Is Primary Email Address
- URL Website Type (multiple URLs can be pushed from LeadCenter.AI to Redtail)
- URL Website Address
- Status
- Gender
- Category
- Tax ID Number
- Source
- Marital Status
- Marital Anniversary
- Referred by
- Client Since
- Client Termination Date
- Servicing Advisor
- Date of Birth
- Date of Death
- Writing Advisor
- Enable DOB Reminder?
- Spouse Salutation
- Spouse First Name
- Spouse Middle Name
- Spouse Last Name
- Spouse Suffix
- Spouse Nickname
- Spouse Designations
- Spouse Job Title
- Spouse Employer
Creating Custom Fields in LeadCenter.AI
There are two types of lead fields in LeadCenter.AI: standard fields and custom fields.
- First Name
- Last Name
- Phone
- Inquiry
- Source
- Stage
- Company Name
- Address
- City
- State
- Zip/Postal Code
- Country
- Interest In Which Category (The entries for those fields can be customized)
- Form Lead Source
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Term
- Campaign Content
Redtail CRM contact has more fields than the basic fields in LeadCenter.AI. If you would like to fill those details in LeadCenter.AI leads before pushing to Redtail, you can use the Lead Custom Fields feature to achieve that. To learn how to create custom fields in LeadCenter.AI Leads, please read their article How to Create Custom Fields.

Once you click the Push to Redtail CRM button, the job will start to push the lead as a new Individual contact. The push will be queued as a job. It will take between 20 seconds and 2-3 minutes to create the contact, depending on the number of fields being pushed. Once the job is completed, you will receive an email notification.
If you mapped the Company field, the system will look to see if the company exists in Redtail. If it doesn't, it will create a new business contact for that company. If you don't wish to create new companies in Redtail, please don't map the company field.
If you mapped the Spouse fields, the system will also create a new individual contact for the Spouse and link it to the new contact as a spouse.
LeadCenter.AI resources:
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