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What data can I sync from Redtail to Catchlight?

Once you’ve successfully connected Redtail to Catchlight, you can map Redtail contact statuses, tag groups, and keywords to Catchlight statuses—you can mix and match. Mapped keywords will be honored above tag groups, and tag groups honored before contact statuses. See below for a sample mapping of Redtail contact statuses and their associated Catchlight status:

Redtail Contact Type Catchlight Status
Active Client Won / Closed Lead
Deceased Archived Lead
Inactive Client Lost Lead
Spouse of Client Active Lead

 

See also:

  • What data from Catchlight and Redtail will be available to view in each platform?

  • How can I sync data from a CRM?