Come posso integrare con Redtail?

Integra la tua sistema telefonico con Redtail. Ogni volta che effettui o ricevi chiamate, GoToConnect Integration per Redtail cerca automaticamente tutti i clienti con un ID chiamante corrispondente e registra la chiamata con opzioni per aggiungere un contatto, visualizzare le note più recenti e aggiungere nuove note o attività sulla chiamata.

Informazioni su questa attività:
Nota: On December 31, 2020, v1 of the Redtail integration, Jive Integrations, will be discontinued. Please download the updated version below.
  1. Download and install GoToConnect Integration for Redtail for your operating system:

    Nota: If you are upgrading to the new version, call history will not transfer. Before upgrading, you may want to make your own record of calls and add call notes or activities from your call history.

  2. Open GoToConnect Integration for Redtail and then click Sign in to log in with your GoToConnect credentials.
  3. Click Link Account to launch the Integrations Dashboard.
  4. In the new window, enter your Redtail Username and Password and then click Link Accounts.

    Nota: If you change your Redtail password or update the GoToConnect Integration for Redtail app, unlink your account and then link the accounts again.

  5. Click Icona Impostazioni GoTo Integrazioni 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..