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.