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
- Select
in the left sidebar and then choose your Line.
What to do next:
When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number..
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.
What to do next: See
Set up the integration to link your Redtail and
GoTo Connect accounts again.
Upgrade to version 2
Upgrade your GoTo Connect Integration for Redtail to the new version.
Call history will not transfer from the old version to the new version. Before upgrading, you may want to make your own record of calls and add call notes or activities from your call history.
- Select in the left sidebar and then choose your Line.
What to do next:
When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.