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To push leads to Redtail as contacts, do the following:

  1. In LeadCenter.AI Dashboard page > Leads 
  2. Click on the three dots   under the Action column.

    The Action drop-down list will be displayed.
  3. Click Push to Redtail CRM, to push the contacts

    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 a few minutes to create the contact, depending on the number of fields being pushed. Once the job is completed, you will receive an email notification.

    Note :
    • If you mapped the Company field, the system will look up if the company exists in Redtail. If it does not exist, it will create a new business contact for that company. If you do not wish to create new companies in Redtail, please do not 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. 
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