Integration Name:
Integration Type:
Setting up the integration:
From the Import & Export Manager -> Export page within your Aidentified account, click the Redtail icon, enter your Redtail credentials, and click "Submit":
Note: you can setup the integration from within their mobile app as well.
Integration functionality:
After setup, contacts can be pushed to Redtail from either 1) the web version of Aidentified (hovering over a contact's row on the Contact Listing page displays a Redtail icon which, if you click it, pushes the contact to Redtail, or 2) the mobile version (swiping left on a contact from the Contacts page displays an "Add to Redtail" option.
Aidentified resources:
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