Redtail

Redtail is a CRM built for financial advisers. The VoxaLink connector pops the matching client record in the agent portal on an inbound call — matched by phone number — with a click-through into Redtail so the adviser can see who's calling before they answer.

It follows the standard CRM-integration pattern in VoxaLink. Because matching is phone-number based, store client numbers the way VoxaLink presents them so the lookup can find them.

Before you connect

• A Redtail account you can sign in to and authorise when prompted.
• Client phone numbers stored in the same format VoxaLink uses. Matching is by phone number — if the formats differ, no client pops. Check how a number appears in Call Analytics (Call Analytics) and store Redtail records the same way.

Connect Redtail in VoxaLink

1. Open Admin → CRM Integrations and find Redtail under Industry Specific.
2. Click Configure. In the dialog:
   • Apply to — All accounts (tenant-wide), or a single permission group.
   • API key — your Redtail API key.
3. Click Save.

What happens on a call

• Inbound — VoxaLink matches the caller's number to a Redtail client and pops that record in the agent portal, with a click-through into Redtail.

Troubleshooting

• No client pops — usually a number-format mismatch. Compare the number in Call Analytics (Call Analytics) with how it's stored in Redtail; they must match.
• Nothing connects — re-check the authentication in Configure; the details or authorisation may need refreshing.