Setting up the integration:
To activate and set up, log into your Twenty Over Ten account, access your site settings, click the Integrations tab on the left and then click the Setup button next to Redtail:
Then, enter your Redtail credentials and click Connect Account:
That's all that's required to get the integration up and running. In the future, if you need to disconnect the connection between Redtail and Twenty Over Ten, you can come back to the integrations tab and access your Redtail settings:
Click Disconnect Account to disable the integration.
If you have a website through Twenty Over Ten, this integration will allow the automatic creation of contacts within your Redtail CRM when contacts submit forms via your Twenty Over Ten website.
Twenty Over Ten resources:
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