Redtail CRM (Sandbox)

Connect to Redtail CRM's sandbox environment for testing and development. Redtail is a web-based Customer Relationship Management (CRM) solution specifically designed for financial professionals, including financial advisors, wealth managers, and brokerage firms.

The sandbox environment provides a safe testing space with the full API capabilities including contact management, activity tracking, calendar integration, notes management, and bidirectional data synchronization. Use this environment to build and test integrations before deploying to production.

Key features include over 100 API endpoints for comprehensive client relationship management, webhook support for real-time event notifications, and robust authentication for secure data access.

Capabilities

• Contact Management: Create, read, update, and delete contacts with comprehensive field support including account information, advisor assignments, email addresses, phone numbers, and physical addresses.
• Activity Tracking: Manage activities with support for activity types, assignments, descriptions, dates, completion status, priorities, tags, and time tracking.
• Calendar Integration: Access and manage calendars with support for events, color coding, master calendars, ownership, and calendar-specific tags.
• Notes Management: Create and manage notes with support for privacy settings, priorities, notifications, object associations, and tagging for organization.
• Bidirectional Data Sync: Enable two-way data flow to both retrieve Redtail CRM data and push updates from external applications to keep client information synchronized.
• Webhook Support: Receive real-time notifications when events occur in Redtail CRM, enabling event-driven integrations and automated workflows.

Resources

• API Documentation
• Developer Portal
• Redtail CRM Overview