Setting up the integration:
On your Investor tab within Altigo, click "Integrate External Account Data" for Redtail:
You'll then see the below:
Enter your Redtail credentials (Username and Password) and then click "Integrate". After the connection has been established, you'll then see the below:
After setup as described above, you can click “Search CRM” to pull in contact information:
As you can see in the example below, we've typed "wanda" in this box and are now seeing the one individual in our Redtail database that matches that name available to select:
After selecting that individual, you'd then see their available information pulled over from Redtail CRM into your Altigo account:
Here's another example when searching for a Business record:
After selecting that business, you'd then see their available information pulled over from Redtail CRM into your Altigo account:
Note: for either an individual or business, if required data is not able to be pulled from Redtail (field doesn’t exist or data wasn’t entered for the contact), then the user will be required to enter it in Altigo's workflow (e.g. Date of Organization, Jurisdiction of Formation).
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