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Documentation Index

Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt

Use this file to discover all available pages before exploring further.

Connect your Redtail account to give Hazel access to your contacts, households, tasks, and notes. With a bidirectional sync, updates made in Hazel appear in your CRM, and changes in your CRM are reflected back in Hazel, keeping your data consistent and up to date across both platforms.
Hazel does not import existing roles and permissions from your CRM. It is up to the Owner to edit household permissions for the organization. Learn more about editing household permissions.
IntegrationBackfill (History Pulled In)Sync SpeedFilters AppliedCan Resync?
RedtailPartial (not full history)Every 24 hoursNone (all contact data comes through)✅ Yes
The Redtail integration provides a bi-directional sync for: Tasks, Notes, Contacts, and Households. Hazel instantaneously syncs data to Redtail, and Redtail syncs data every 24 hours to Hazel. Upon the initial sync, Hazel partially backfills historical data based on Redtail’s sync guidelines and imports all contacts with no filters applied. Have questions about the Redtail integration? Reach out to support@hazel.ai for more information.