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How to connect Helpscout with Redtail
Helpscout / Redtail
Documentation

Connect Helpscout to Redtail with LeadsBridge

Helpscout » Redtail

In this article, you'll learn how to set up the bridge and connect Helpscout to Redtail using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 3: Setup your Redtail destination

  1. Type in the integration's name in the dedicated field
  2. Enter Username and Password to connect Redtail with LeadsBridge
  3. The credentials you'll use here are the same ones that you use to log into your Redtail account.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Helpscout to Redtail with LeadsBridge, do not hesitate to contact our Support!