Integrate with Redtail
Integrate your phone system with Redtail. Each time you make or receive calls, GoTo Connect Integration for Redtail automatically looks for any customers that match the caller ID and logs the call with options to add a contact, view last notes, and add new call notes or activities.
Set up the integration
Unlink Redtail account
After changing your Redtail password or updating the GoTo Connect Integration for Redtail app with a new version, you'll need to unlink your Redtail and GoTo Connect accounts and then link them again.
- Open and log in to GoTo Connect Integration for Redtail with your GoTo Connect credentials.
- Select
in the left sidebar.
- Select Unlink Account.
Upgrade to version 2
Upgrade your GoTo Connect Integration for Redtail to the new version.