Redtail Integration with Oryx Cloud

Redtail CRM Integration

Integration Name:


Integration Type:
Lead Capturing Software to capture leads by Phone, Forms, Chats, and Email, and push to Redtail CRM as a Contact. 

Table of Content:


You will first need to enable the integration with Redtail within your Oryx Cloud Account. Please follow the following steps to enable it:

1- Login to your account at Oryx Cloud using https://app.oryxcloud.com/login .If you don't have an account yet, create a new account using https://app.oryxcloud.com/register
2- In the main dashboard, click on Setup on the bottom of the left menu ( https://app.oryxcloud.com/dashboard/settings )

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

4- In the Integration screen, click on Connect button inside the Redtail box


5- In the login to Redtail CRM box, enter your Redtail username and password and click on Connect button.

Login to Redtail

6- If the integration is successful you will green ribbon with a massage " Successfully connected to Redtail CRM. Configure the contact fields mapping to start pushing leads as contacts ". Also a green CONNECTED tag will appear on right-top cornet of the Redtail box. 



Now your accounts in Redtail CRM and Oryx Cloud Lead Capturing are connected. The next step is to map the fields between leads in Oryx Cloud and Contacts in Redtail. The next two sections will cover that. 

Once Oryx Cloud connection to Redtail is established and you have created all the additional custom fields you like to push to Redtail contacts, the next step is to map lead fields in Oryx Cloud to Redtail CRM fields. To accomplish this, click on the Configure button in the Redtail box in Oryx Cloud integration screen.

Redtail Configure Button

This will open the field mapping screen where you can map  Redtail contact fields to Oryx Cloud lead fields.
 

The mapping screen has all Redtails fields available to push data to. Oryx Cloud lead fields will be available from the drop down box of each Redtail Field. For example to map Redtail contact first name field to Oryx Cloud lead first name do the following steps.

1- Click on First Name filed. This open up a drown down box with all available lead fields in Oryx Cloud

 2- Search for First Name and Select it from the list. Now First Name in Oryx Cloud is Mapped to First Name in Redtail. When you push a lead from Oryx Cloud to Redtail CRM, those fields will map together and the first name of the lead in Oryx Cloud will be transferred in Redtail Contact First Name. 
If you can't find the field you want to map in the drop down, you should create it first as a custom fields in Oryx Cloud. For more information about creating Custom Fields in Oryx Cloud, read this article. 

3- Once you map all the fields you want to map, scroll down to the bottom of the page and click Save Changes. 


The following Redtail contact fields can be filled from Oryx Cloud lead:
  1. Salutation
  2. First Name
  3. Middle Name
  4. Last Name
  5. Suffix
  6. Preferred Pronouns
  7. Nickname
  8. Designations
  9. Job Title
  10. Employer
  11. Family Name
  12. Address Type (multiple addresses can be pushed from Oryx Cloud to Redtail)
  13. Is Primary Address
  14. Country
  15. Address
  16. Address Line 2
  17. City
  18. State
  19. Postal Code
  20. Email Type (multiple email addresses can be pushed from Oryx Cloud to Redtail)
  21. Email Address
  22. Is Primary Email Address
  23. URL Website Type (multiple URLs can be pushed from Oryx Cloud to Redtail)
  24. URL Website Address
  25. Status
  26. Gender
  27. Category
  28. Tax ID Number
  29. Source
  30. Marital Status
  31. Marital Anniversary
  32. Referred by
  33. Client Since
  34. Client Termination Date 
  35. Servicing Advisor
  36. Date of Birth
  37. Date of Death
  38. Writing Advisor
  39. Enable DOB Reminder? 
  40. Spouse Salutation
  41. Spouse First Name
  42. Spouse Middle Name
  43. Spouse Last Name
  44. Spouse Suffix
  45. Spouse Nickname
  46. Spouse Designations
  47. Spouse Job Title
  48. Spouse Employer


There are two types of lead fields in Oryx Cloud: standard fields and custom fields.

Standard Fields
Those fields are available out of the box in Oryx Cloud. the following are the standard fields in Oryx Cloud lead management software:
  1. First Name
  2. Last Name
  3. Email
  4. Phone
  5. Inquiry
  6. Source
  7. Stage
  8. Company Name
  9. Address
  10. City
  11. State
  12. Zip/Postal Code
  13. Country
  14. Interest In Which Category (The entries for those fields can be customized from  here

If you are using Oryx Cloud Forms for lead capturing, the following standard fields are captured with each form
  1. Form Lead Source
  2. Campaign Source
  3. Campaign Medium
  4. Campaign Name
  5. Campaign Term
  6. Campaign Content

Custom Fields
Redtail CRM contact has more fields than the basic fields in Oryx Cloud. If you would like fill those details in Oryx Cloud lead before pushing to Redtail, you can use Lead Custom Fields feature to achieve that. To learn how to create custom fields in Oryx Cloud Leads, please read  How to Create Custom Services  .
When creating custom fields, make sure to create the correct custom field type and data type will map accurately to Redtail contact field type and data type. 

To push a lead to Redtail, 
1- Open a lead page from the lead management dashboard
2- Click on the Lead Actions button on the upper right corner


3- Click on Push to Redtail in the lead actions list


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 up 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 new contact as a spouse. 

If you need help and support in setting up the integration and creating custom fields with oryx cloud, please send an email to  support@oryxcloud.com or call us at (281) 800-4771 .

Redtail Resources: 
Redtail CRM Support  
Redtail CRM Website










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