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  1. Integrate Redtail with LeadsBridge

Integrate Redtail with LeadsBridge

Redtail CRM is a cost-effective financial  CRM platform that offers its customers automated

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

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Redtail" from the providers list
  6. Click on the Next button
  7. Enter Username and Password to connect Redtail with LeadsBridge
  8. Click on the Finish button

How to get the Username and Password

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

  1. 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 concept for Redtail.

  1. Tag

    A label you may attach to a customer inside Redtail for identification or to give other information.

Related Articles

If you have any further questions regarding this matter, or if you need help to set up the connection between Redtail with LeadsBridge, do not hesitate to get in touch!