Setting up the integration:
- You will need to contact FA Client Machine in order to initiate the integration between Redtail and FA Client Machine. You can reach them at 877-572-6871 or firstname.lastname@example.org.
- After you have contacted FA Client Machine to request the integration setup, FA Client Machine will send you the link with instructions on how to set up your integration.
- If you need any assistance, FA Client Machine will be available to help with technology support.
- Once your Redtail CRM is connected to FA Client Machine, they will submit a test lead and inform you that this has occurred so that you can confirm the integration is working. From this point all new leads generated by FA Client Machine will be delivered to your Redtail database in real-time.
Contact data is pushed from FA Client Machine to Redtail.
FA Client Machine resources:
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