How To: Connect and Setup Redtail

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How to connect and setup Redtail CRM integration.

Summary

You can leverage our Redtail CRM integration to push data from Anvil Web Forms to Redtail CRM. This post explores how to connect Redtail to integrate with Anvil's system.

Instructions on how to navigate to the Organization Settings Page →

Connect Redtail Account

  1. Notice the ORG SETTINGS column on the lefthand side of the page. You should be already on the General tab.

Organization Settings Page

  1. Find the Redtail Integration Card, locate "Connect Redtail" button and click it.

Redtail Card

  1. Enter your Redtail credentials into the provided modal (Anvil NEVER stores your 3rd party credentials).

Redtail Connect Modal

  1. Click the "Connect" button.
  2. On success, your Redtail account will be displayed on the Redtail Card.

Redtail Disconnect Card

Contact Anvil for Data Integration

For the Redtail Integration to work, we need to setup a few things for your Anvil Workflows. Please contact support@useanvil.com and we will get you up and running as soon as possible!

How To: Navigate to the Organization Settings Page →
How To: Add Users →
How To: Connect and Setup Salesforce →
How To: Connect DocuSign for Signatures →
How To: Connect Dropbox →
How To: Disconnect DocuSign →
How To: Disconnect Dropbox →
How To: Disconnect Redtail →
How To: Disconnect Salesforce →
How To: Remove Users →

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