Integrations
Learn what integration SurgeTK offers and how to use them.
3 articles
- Syncing with RedtailConnect your Redtail CRM to SurgeTK to pull contacts, households, accounts, beneficiaries, and advisor assignments into SurgeTK automatically.
- Syncing with ZohoConnect Zoho CRM to SurgeTK, map your modules and fields once, and run read‑only syncs that bring in all of your Zoho data.
- Redtail integration: technical referenceA complete reference for SurgeTK's Redtail CRM integration — authentication, endpoints called, sync mechanics, filter evaluation, and field-by-field mappings — for Redtail's integration-support team and technically inclined SurgeTK administrators.