Integration with Redtail

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LoriB803
Campaign Contributor
0 Votes

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? 

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William_A
Administrator

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.


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William A
Community & Social Media Support

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2 REPLIES 2
William_A
Administrator

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
Campaign Contributor
0 Votes

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

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