Integration with Redtail

SOLVED
Go to solution
LoriB803
Regular Participant

I am looking for some input of erging contacts from Redtail, we are a small business and all of the agents here use Redtail, so will it merge ALL contacts? Because that's not what I would want, just our own. Any suggestions? 

1 ACCEPTED SOLUTION
William_A
Moderator

Hello @LoriB803 ,

 

Redtail's integration with us was developed by them, so they'd be the best ones to reach out to for more info on how their integration works, and how it syncs with our system.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

View solution in original post

2 REPLIES 2
William_A
Moderator

Hello @LoriB803 ,

 

Redtail's integration with us was developed by them, so they'd be the best ones to reach out to for more info on how their integration works, and how it syncs with our system.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
LoriB803
Regular Participant

Thank you ! Redtail can be tricky. It worked perfectly. 

  • Avatar

    Support Tips

    Social Media

    "There's a multitude of ways to engage your audience through us using your social platforms - via ads, social post metrics, email links, and more! " - Will

    See Article
  • Avatar

    Support Tips

    Call-To-Action Links

    "Target your most engaged contacts by creating a segment. Create a special offer or show your appreciation!" - Caitlin

    See Article
  • Avatar

    Support Tips

    Welcome Your Audience

    "Greet new contacts with one or more automated Welcome Emails depending on their interests or your business goals." - Nick

    See Article