Setting up the integration:
Note: In order to be eligible for this integration, you must have indicated Hilltop Securities as your Broker Dealer under Manage Your Subscription.
If you are eligible for the integration, you'll need to enable the RightBRIDGE integration within your database. Instructions for enabling integrations can be found here. Then, from the Manage Integrations page, click Settings from RightBRIDGE's Actions menu:
You'll then see the below:
Here, you can enter your RightBRIDGE ID and click “save”. Note: your RightBRIDGE ID will be your primary rep code, with “HLT_” as a prefix. You should only have to do this once.
After establishing the integration as described above, you can begin using it from within Redtail CRM. To do so, while in a contact record in Redtail hover your cursor over the Integrations menu and scroll the list of integration partners that appear until you see RightBRIDGE:
Click RightBRIDGE here and you'll see a window presenting you with two options:
- Single Sign-On provides you one-click access to your RightBRIDGE account.
- Send To allows you to send the contact to your RightBRIDGE account. Data included in the send is First Name, Last Name, and Marital Status.
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