Integration Name:

Worldox by Trumpet

Integration Type:

Document Storage

Setting up the integration: 

There is no setup that needs to be done on the Redtail end as all of your configuration options are handled within Virtuoso.

Integration functionality:

A Redtail subscriber who uses Virtuoso can seamlessly access their contact’s Worldox files from the Contact Overview page inside of Redtail CRM. When on the contact record within an Internet Explorer browser, Virtuoso will detect the contact you're currently viewing and allow you to view the documents related to that record.


Trumpet resources:

Trumpet Resources

Trumpet Website

If you are looking for other Document Storage options, click here! 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk