Setting up the integration:
Log in to your Leadjig account and navigate to the Preferences tab. Then, click Integrations at the top:
You'll then see the Redtail tile, as pictured above. Click the Activate button there and you'll be prompted to enter your Redtail credentials. After you've entered those your integration will be established. Going forward, if you come back to this page, the Redtail tile will have a Deactivate option if you need to end the integration.
Once you've activated the integration, your Redtail contacts are pulled into Leadjig. Also, if you make updates to those contacts in Redtail, those updates will be pulled into Leadjig as well. Note: if a contact is already in Leadjig, duplicates will be created in Leadjig if they are in Redtail CRM as well. Please contact Leadjig for further details on how to use the integration between Redtail and their marketing platform.
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