Automated Campaign Tool (ACT)
Automated Campaign Tool
Setting up the integration:
To establish your integration with Automated Campaign Tool, within the program click "Profile" from your left navigation menu. Then, click "Redtail CRM" under Available CRM Connections and enter your Redtail Username and Password on the resulting modal and then click "Update":
After your credentials have been authenticated, you can then click "My Contacts" within ACT and then click "Redtail CRM":
You can then search for specific Tag Groups you've set up in Redtail from within ACT:
Click "Import Contacts" to bring those contacts over into your ACT account.
1. Import Tag Groups of contacts from Redtail into ACT.