Redtail CRM Integration

Intulse's Redtail CRM integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse Dashboard that would normally display a simple phone number automatically searches the caller ID within Redtail and returns any customer records that match. For example, when someone calls you instead of displaying the caller id you'll see the name of the person as it appears in Redtail and can click on the name to launch their account within Redtail. You can quickly add call notes to a customer's activity details, the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Redtail you will need to use the Intulse Dashboard App.

Connecting Redail to the Intulse Dashboard

This guide assumes that you already have the Intulse Dashboard on your favorite device and that you are already logged in. If you need help getting into the Dashboard click here to learn more.

Intulse Dashboard Profile Redtail Settings

  1. Click the Profile icon on the left menu
  2. Click Redtail in the Profile menu
  3. Enter your Redtail username and password
  4. Save your changes
  5. If your Redtail Authorization is successful you will see a User Key at the top of the screen

For more information about Redtail, check out their website!

Rev. Apr 20, 2018