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Redtail CRM + Hubly: Integration Announcement
Redtail CRM + Hubly: Integration Announcement

Client record linking and two-way sync with Redtail CRM

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago
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Today we are excited to announce a new client data integration with Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for the financial advice industry. This new capability not only eliminates the manual steps advisors previously took when keying in their client information into Hubly, but more importantly, turns their Redtail client data into actionable opportunities.

Advisors can now use existing client data to automate how their clients move through Hubly workflows and personalize their services to better meet the needs of every client.

This new integration provides a bilateral sync of client data, allowing advisors to prepopulate client information from Redtail and create/update client records through Hubly. Integrated via Redtail's API, this connection ensures that client data flows quickly, securely, and is always up-to-date.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit

Integration Setup

1. During the initial account setup process in Hubly, select Redtail CRM from the menu of integration partners.

2. Enter your Redtail login credentials and select Next.

3. Upon successful link you will see that your client records will begin syncing. Select Enter Hub to continue this process in the background.

Integration Functionality

This integration allows advisors and their teams to sync client data across platforms so that they can get up and running in Hubly with a single click. Redtail users can now access their full list of clients and begin adding them into Hubly workflows without needing to rekey any information.

After the integration, all contact records in Redtail will automatically be linked to client cards within Hubly - no additional action is required.

Redtail users can find any of their existing clients in Hubly by using the Find a client search field at the top of their Hub, or by selecting + Add Client(s) on their workflows (more on this below).

Hubly securely syncs the full list of records and keeps information up-to-date. Any new clients created in Hubly will also be created as contacts in Redtail (and visa-versa). To create a new client record, users can simply type the new client's name into any client search field in Hubly and select + Create.

The Refresh button next to the Find a client field lets users manually sync all records between Hubly and Redtail CRM at any time.

In Hubly, users can view and update any client’s profile in the Client Card by selecting a client from a search menu or active workflow.

The following information within a Client Card is synced with Redtail CRM:

  • Client first and last name

  • Client household name (Redtail family name)

  • Client’s household/family members

  • Primary email address and phone number

  • Birthday and anniversary

  • Tags (Redtail tag groups)

  • Comments (Redtail notes)

In addition to being able to create new Redtail client records, users can also create and edit Redtail tag groups right through Hubly as well.

A summary of all Redtail tag groups can be viewed in Hubly’s Tag Manager within the top-right menu on the Hub. Hubly lets users leverage tags to identify, schedule, and personalize the delivery of services and reviews to each client’s needs.

Selecting an existing tag allows users to view, manage, and export the list of associated clients.

In Hubly, Tags can be used to add groups of clients into workflows, personalize workflow task-lists (by applying task conditions), and save time with automation (by setting up workflow rules).

Hubly users can use tags to add groups of clients into specific workflows by using the + Add Client(s) search field in a workflow and selecting the tag by name. All associated clients will be added to start the selected workflow.

Tags can also be used to make workflows smarter with personalized task-lists in Hubly. Instead of immediately assigning all tasks to all clients added to the workflow, tasks can be configured with conditions.

A condition will exclude the task from a workflow for clients who do not have a specific tag.

Tags can also be combined with client dates and used through workflow rules to automatically find groups of clients and schedule when they should be added into seasonal review workflows and/or other processes in Hubly.

When these rules run, Hubly will search for and add all clients associated with the specific tag at that time - no additional action is required.

Workflow Completion Record

Record in your CRM when workflows are completed in Hubly

When enabled in the Integrations Settings page (follow the link to enable in your Hub), Hubly will create a Client Note in your CRM once a workflow is completed in Hubly.

Hubly will create a Client Note in your CRM once a workflow is completed in Hubly

Users can now quickly review workflow completion records in their CRM and seamlessly navigate directly to the linked workflow and client in Hubly.

Trusts & Companies

Trusts and Companies are now included in the two-way sync for all Redtail CRM connected accounts.

Trusts & Companies are created in your CRM, whether you're using Redtail or Wealthbox, and can be added to workflows in Hubly.

These newly supported contact record types will now be available to be added into workflows as well as categorized into Streams and Tags.

Hubly users can work on the Trusts and Companies under their care by adding trusts and companies into Hubly workflows as well as categorized into Streams and Tags

CRM Notes will also appear as Comments and can be created in the Client Card for these Trusts and Companies.

CRM Notes will also appear as Comments and can be created in the Client Card for these Trusts and Companies.

Prefixes & Suffixes

Prefixes and Suffixes will now be displayed alongside client names in the search menus, as well as on the Client Tiles and in the Client Card.

Prefixes and Suffixes will now be displayed alongside client names in Hubly.

These name fields will now be included in the two-way sync for all Redtail CRM connected accounts.

Client name prefixes and suffixes are included in the two-way sync for all Wealthbox CRM and Redtail CRM connected accounts.

Get In Touch

Our team is standing by to answer any questions, hear your thoughts, and collect feedback on how we can improve this integration to better meet your needs.

Contact us at We'd love to hear from you!

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