Setting up the integration:
You'll first need to enable the MyIceberg integration within your database. Instructions for enabling integrations can be found here.
After enabling this and saving, you can then begin sending contacts to your MyIceberg account. Note: you will need to be logged into both your Redtail CRM and your MyIceberg accounts.
To send a contact, click your Integrations Menu while within a contact record and then select MyIceberg. On the resulting dialog, you'll see the below
Click Send to MyIceberg and the Redtail contact will be sent over to your MIB account. Note: a contact record in Redtail must have either a mobile phone number or an email address entered in their record in order to be sent to MIB.
One thing to note about your menu options above: if you have previously sent the contact record from Redtail to MIB, this menu will say "Launch MyIceberg" even if you are already logged in. Clicking it then will take you directly to the contact's record within MIB.
If you are a registered MyIceberg user, you can both send contacts from Redtail to your MyIceberg (MIB) account and create Redtail contact records from contacts you have in MIB. Also, after sending contacts to MIB, you'll have one click access to the data you store about them privately within MyIceberg from their contact record in Redtail.
let's take a look at creating a contact record in Redtail from your MIB account:
When on the Friend Detail tab for a contact in MIB, you'll see a Redtail icon above their Personal Information:
If you click that icon, you'll see the below:
Click "Save" in the upper right corner and your contact from MIB will be created as a contact record in Redtail.
Finally, as we mentioned above, sending a contact from Redtail to MIB or vice versa then grants you one-click access from within Redtail to your privately stored data on that contact within MIB. After clicking Launch MyIceberg from within their Redtail record, you'll go directly to their record within MIB, where you can access their Details, Social/News Stream, Mutual Friends, Albums and Events.
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