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How do I integrate with Redtail?

Connect your Redtail CRM to import contacts and sync message notes

Integrating with Redtail lets you import your contacts into MyRepChat, and lets MyRepChat add notes to your contacts' profiles in Redtail.

See How Do I Import Contacts From My CRM? for general CRM integration features and behavior that apply across providers.

How Do I Set Up the Integration?

  1. Go to Settings > Integrations > Connect to CRM.

  2. Under Select a CRM, click Redtail. The Configure: Redtail section opens.

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  3. Choose your settings. To learn what each one does, see What Do the Redtail Settings Mean? below.

  4. Enter your Redtail username and password.

  5. Click Connect. If login is successful, you'll receive a token. This field isn't editable. MyRepChat doesn't store your username or password, only the token.

  6. Move the Integration is toggle to ON.

  7. Click Save

  8. Click Test to check the connection.

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What Do the Redtail Settings Mean?

  • Send Messages to CRM: choose whether your text messages sync to Redtail in real time, daily, or never. Daily is selected by default. In Redtail, messages are stored as notes on the contact.

  • Modify Contact in CRM: choose whether MyRepChat can make changes to your contacts in Redtail.

    • Update CRM Contacts: when you change an imported contact's name, number, or email in MyRepChat, the linked contact in Redtail is updated too.

    • Create CRM Contacts: creates a contact in Redtail for every new conversation, call, or text from an unknown number. 

Note: For notes to be journaled, you must have imported the contact from Redtail first.

We recommend leaving Create CRM Contacts off. Otherwise, spam, cold calls, and wrong numbers can add unwanted contacts to your CRM.

What Is Redtail's Search Behavior?

Each CRM has different search behavior and limitations. For Redtail specifically:

  • Be as specific as possible when you search.

  • Phone searches check all phone fields and ignore punctuation.

  • Phone searches use a "contains" match, so searching just the last 4 digits will still find a match.

  • Name searches check the full name field as a single string.

  • You can search using both first and last name separated by a space. Since this searches the full name field rather than separate first and last name fields, "Tom J" would match a contact named "Tom Jones," but "To Jon" would not.

  • You can search by Redtail Tag Groups using a "contains" match. Any tag group containing your search term will be returned.

Any tag group with more than 50 contacts may not display its complete membership list.