How do I connect Salesforce, Redtail, or Wealthbox?

Last updated: February 10, 2026

Answer

Go to Settings > Integrations and scroll down to the CRM section. Click Connect next to Salesforce, Redtail, or Wealthbox to link your CRM account. Once connected, you can push meeting summaries and tasks directly to your CRM.

Steps

  1. Click Settings in the left sidebar
  2. Click Integrations
  3. Scroll down to the CRM Integrations section
  4. Click Connect next to your CRM (Salesforce, Redtail, or Wealthbox)
  5. Follow the authorization prompts for your CRM platform
  6. Once connected, you can push meeting summaries from any conversation

Good to know

  • These are user-level integrations — they connect your personal CRM account.
  • For firm-level CRM integrations (Dynamics 365, Zoho, XLR8, Practifi, Black Diamond), your admin configures them under Admin > Firm integrations.
  • Some CRM connections require IT approval. If you see a permissions error, contact your IT admin and CC support@meetwithfocal.com.
  • Clients synced from your CRM will show a CRM badge (e.g., Salesforce cloud icon) next to their name in the Clients section.

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