Integrations
Learn what integration SurgeTK offers and how to use them.
6 articles
- Syncing with RedtailConnect Redtail CRM to SurgeTK to pull contacts, households, accounts, holdings, beneficiaries, and advisor assignments into SurgeTK. Covers connecting, running a sync, Sync Filters, what a sync changes or deletes,…
- Calendly: Sync Meetings Into a SurgeConnect Calendly, pull booked meetings into a Surge's Calendar Mode, see how meetings match households, what a re-sync changes, and how to disconnect.
- Syncing with ZohoConnect Zoho CRM, map its modules and fields to SurgeTK, run ordinary and Deep syncs, and learn what a sync matches, overwrites, replaces, or deletes, plus troubleshooting.
- Redtail integration: technical referenceWhat the SurgeTK Redtail integration does on the wire: authentication, endpoints, sync mechanics, filters, field mappings, normalizers, match keys, and known limitations.
- Sync Filters: Control Which CRM Records Come Into SurgeTKHow Redtail and Zoho sync filters decide which contacts, households, and accounts enter SurgeTK, what happens to closed accounts and inactive households, and what a sync can delete.
- Why do children or other family members appear in my households?Explains why children and dependents appear in SurgeTK households after a Redtail sync, and how to use Sync Filters and the Delete step to keep them out.