Connect Salesforce® to Redtail with LeadsBridge

1. Head over to the left sidebar and click on the Create new Bridge green button
2. You'll be taken to the first step of the bridge creation

1. Choose Salesforce® as the source for your bridge
2. Choose Redtail as the destination for your bridge
3. Click on the Continue button
4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

1. Click on Connect Salesforce®
2. Click on Create new integration to connect your Salesforce® (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Salesforce® integration
4. Click on Authorize and you will be prompted to the Salesforce® authorization experience
5. Here you will need to provide the info required and grant access to LeadsBridge
6. Once done, you will be get back to LeadsBridge application
7. You can choose a name for this Salesforce® and LeadsBridge integration (you can also edit it later)
8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
9. Now that your Salesforce® is connected, you can continue with the set-up of your bridge

1. Click on Connect Redtail
2. Click on Create new integration to connect your Redtail (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Redtail integration
4. Fill Username, Password field to connect Redtail with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Redtail and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Redtail is connected, you can continue with the set-up of your bridge

Other Info

Here you'll be able to map your Salesforce® information with your Redtail fields.

1. You will have Redtail fields on the left. Match the information you wish to pass align from Salesforce®
2. Based on Redtail functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

• Click on the Save and publish button