HELP FILE

How do I integrate with Redtail?

Integrate your phone system with Redtail. Each time you make or receive calls, Jive Integrations 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.

  1. Download and install Jive Integrations for your operating system:
  2. Open and log in to Jive Integrations with your Jive credentials.
  3. Click Jive Integrations Settings Icon in the left sidebar and then choose your Line.
  4. Choose Redtail CRM.
  5. Click Configure to launch the Integrations Dashboard.
  6. In the new window, enter your Redtail Username and Password.

    Note: If you change your Redtail password or update the Jive Integrations app, unlink your account and then link the accounts again.

  7. Click Link Account.
When you initiate a call from the app, it first sends the call to your desk phone or GoToConnect, waits for you to pick it up, and then finally completes the call to the outbound number.