HELP FILE

How do I integrate with Redtail?

Jive’s Redtail CRM integration merges your phone with your CRM (customer relationship management). When someone calls you, Jive Integrations automatically searches the caller ID within Redtail and returns any customer records that match. Quickly add call notes to a customer’s activity details or launch their account within Redtail for more information.

Download Jive Integrations

  1. Download Jive Integrations.
  2. Open and run the downloaded the install file.
  3. Follow the on-screen instructions.

Link Redtail to Jive Integrations

  1. Log in to Jive Integrations.
  2. Open and sign into Jive Integrations.
  3. Click the settings icon in the left sidebar.
  4. Select your Line.
  5. Click Redtail CRM.
  6. Click [CONFIGURE] to launch the Integrations Dashboard.
  7. In the new window, enter your Redtail Username and Password.
  8. Click [LINK ACCOUNT].