API

Redtail Technology > API

What is Redtail API?

Redtail provides over a hundred different API endpoints for you to integrate with. Using our open, REST-based API, you can seamlessly integrate your product’s features or firm’s technology with Redtail Contacts, Calendar, Opportunities, Workflows, and more.

Our API endpoints allow you to break out of the boundaries of your current application and build integrations that can leverage Redtail CRM data to power your product’s features. Using our extensive documentation and our robust development environment, you can build out an integration with our API and then release it when you’re ready.

Not only can you extend the capabilities of your current development projects by bringing Redtail CRM data into them, but you can also feed data from your application into Redtail CRM to keep our products and mutual clients in sync.

Discover how you can partner with Redtail today by leveraging our APIs.

Request a key

Basic Information

Name(Required)

First Last

Company Email(Required)

Phone(Required)

Your Company(Required)

Company Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Company Website(Required)

Please describe the service or application you plan to connect to the Redtail API:(Required)

Please describe the integration points or requirements expected for this connection:(Required)

Please specifically list the client data elements involved in the integration (name, address, etc):(Required)

Entity Type

Which best describes you?(Required)

Current Customer

Prospective Customer

Technology Platform

A Consultant

Current Customer looking to access the Redtail API to build an internal integration for our personal use. We may be using our own developers or contracting with a third party.

Prospective Customer exploring the integration potential of the Redtail API to see if Redtail is a good fit for your business.

Technology Platform with multiple mutual customers looking to become an approved integration partner with Redtail.

A Consultant working for a current Redtail Customer to build a custom integration for their needs.

What is one of your Redtail usernames (if possible, please provide the username of your database owner)?(Required)

Will you be working with a third party to accomplish this integration?(Required)

What is their organization or platform's name?(Required)

Are you working with any current Redtail customers who requested this integration?(Required)

If yes, please provide names and emails of contacts with these current customers who are requesting this integration. It is our desire to follow up with them and understand their needs and expectations.(Required)

Are you interested in becoming an approved integration partner with Redtail?(Required)

Requirements:

After completing your development, we will schedule a demo to approve the implementation of the integration.
Documentation of the API endpoints and data points used in the integration.
Completion and approval of our Security Assessment Questionnaire and provide evidence of Cyber Security insurance.

Benefits:

You will receive a production API Key and our approval to connect the integration for any mutual customers.
We will support the ongoing integration through mutual documentation, training, and priority in troubleshooting technical issues.
We will connect our marketing teams to discuss communication strategy and to approve the use of our name and logo in public marketing.

Thank you for your interest in helping our mutual customers explore a beneficial integration. Our support model is to first establish communication with the Customer requesting this integration and then we will work with them on the necessary API access and documentation which they can then provide to you.

Please fill out the information below for a key contact with the mutual customers:

Contact Name(Required)

Email(Required)

Phone(Required)

Organization Name(Required)

Please feel free to communicate to the Customer that their starting point for this request is to visit and complete this same form, but with them selecting the “Current Customer” option on step two.

NDA / API Terms

API - Third Party(Required)

I have read and agree to the API Terms of Use and Privacy Agreement.

API - Customer(Required)

I have read and agree to the API Terms of Use and Privacy Agreement.

Consent(Required)

I consent to having this website store my submitted information so they can respond to my inquiry.