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REDTAIL INTEGRATION


Intulse's Redtail CRM integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Redtail and returns any contact or organization records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in Redtail and can click on the name to launch their account within Redtail. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording. You will be able to start calls to Redtail contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Learn more about why organizations like yours use Intulse and Redtail

To experience the integration between Intulse and Redtail you will need to use the Intulse App.

If you would like to have Redtail integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.

CONNECTING REDTAIL TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

Intulse App Redtail Settings

  1. Click the More icon on the menu
  2. Click Redtail in the More menu
  3. Enter your Redtail username and password
  4. Save your changes
    • If your Redtail Authorization is successful you will see a green success indicator

If you are an Admin in the Intulse App you have access to additional settings:

  • Optionally, you can enter a username and password which will be used to communicate with Redtail for any user that does not enter their own username and password.
    • This can simplify roll-out but has the disadvantage that all call logs will appear to be created by you
    • IMPORTANT If you are using Text Message logging then you are required to enter a default username and password
  • You can choose how notes/activities created for incoming calls will be categorized.
  • You can choose how notes/activities created for outgoing calls will be categorized.
  • You can turn automatic call logging on/off. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
  • By default call logs created in Redtail will be created as notes. You can choose to create them as activities instead. This affects all users in your organization.
    • If you decide you want to create call logs as activities instead of notes then you can choose whether or not those activities should be marked as complete.
  • You can turn nightly logging of text messages on/off.
    • IMPORTANT To use this feature you are required to enter a default username and password
    • This affects all users in your organization

RECOMMENDATION:
Many of our clients have shared they prefer to use auto logging to create call logs as activities and to mark them as incomplete. This creates an obvious reminder in Redtail that each user should put notes about their calls on the activities and then mark them as complete. Furthermore, they create two custom categories for incoming and outgoing calls. This makes reporting on calls in redtail easier and more comprehensive.

For more information about Redtail, check out their website!