Integrate Redtail with LeadsBridge
Intro
Redtail CRM is a cost-effective financial CRM platform that offers it's customers automated workflows with an intuitive solution.
In this article, you'll learn how to connect your LeadsBridge account with Redtail.
Connect Redtail integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize Redtail integration
Setup your Redtail integration
- Click on Connect Redtail
- Click on Create new integration to connect your Redtail (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Redtail integration
- Fill Username, Password field to connect Redtail with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Redtail and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Redtail is connected, you can continue with the set-up of your bridge
Configuration details for Redtail
Other Info
The credentials you'll use here are the same ones that you use to log into your redtail account.
Which entity concepts we support for Redtail
With LeadsBridge you may use these entity concepts for Redtail.
Contact
A person's communication information that lets you reach out to them.
Which segmentation concepts we support for Redtail
With LeadsBridge you may use these segmentation concepts for Redtail.
Tag
A label you may attach to a customer inside Redtail for identification or to give other information.
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
