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 advisors. Covers connecting, running a sync, Sync Filters, which edits a sync keeps, how to start over,…
- 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, deletion tombstones, field mappings, account type precedence, normalizers, match keys, and known limitations.
- Sync Filters: Control Which CRM Records Come Into SurgeTKHow Redtail and Zoho sync filters decide which contacts, households, family members, and accounts enter SurgeTK, why deleted contacts stay out, what happens to closed accounts and inactive households, and…
- 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 the Family members setting in Sync Filters and the Delete step keep them out.