Aidentified (MoneyinMotion)

Integration Name:

Aidentified (MoneyinMotion)

Integration Type:

Advisor Tools

Setting up the integration: 

From the Settings page within your MoneyinMotion account, click "Integrate CRM". Then, 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 MoneyinMotion (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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