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Redtail + HubSpot Integration
Redtail is a CRM for financial advisors. Our integration connects contacts and accounts with HubSpot, so finance and revenue data live alongside the CRM.Our Experience
Method: sync/migration with a field-mapping plan tuned to wealth-management data (advisor CRM).
Built: Contacts → Contacts, Accounts → Companies; account/activity data → Custom Objects; advisor/owner mapping.
In plain terms: We've synced (or moved) Redtail contacts, accounts and activity into HubSpot with a field mapping built around wealth-management data, so advisors get a single, clean view of each client and their book of business. Because advisor data is sensitive and structured differently from a standard CRM, we scope the mapping to how the practice actually works rather than a generic import.
- Finance
- Invoicing
Planning a Redtail + HubSpot integration?
Tell us which Redtail systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Redtail systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Redtail Object | Direction |
|---|---|---|
| Contacts | Contact | External → HubSpot |
| Companies | Account | External → HubSpot |
| Custom Objects | Account / Activity | External → HubSpot |
Use Cases
Advisor CRM in HubSpot
Redtail contacts and accounts come across to HubSpot, so advisors run client management in one modern CRM instead of a separate advisor tool.
Redtail Contacts & Accounts → HubSpotWealth-Data Mapping
Fields are mapped around wealth-management data, so accounts, holdings and client details land structured correctly rather than flattened into generic CRM fields.
Redtail Fields → HubSpot (Wealth-Data Mapping)Book-of-Business View
Accounts and activity roll up to the client record, so each advisor sees a single, clean view of their book and can report on it.
Redtail Accounts & Activity → HubSpot Company → Advisor ReportingFeatures
- Contact & account sync/migration
- Advisor/owner mapping
- Activity history
- Field-level mapping
- Wealth-management fields
- Reporting in HubSpot
Frequently Asked Questions
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How does the Redtail HubSpot integration work?
Redtail is a CRM for financial advisors. We sync or migrate its contacts, accounts and activity into HubSpot with a field-mapping plan tuned to wealth-management data.
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What data can I sync between Redtail and HubSpot?
Contacts → Contacts, accounts → Companies, plus account/activity data → Custom Objects.
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Can the integration be customized to our Redtail setup?
Yes. Which records and history sync, and field mappings, are scoped to your Redtail setup.