How To: Disconnect Redtail

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How to disconnect the 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 disconnect Redtail from integrating 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 the "disconnect" blue link button, and click it.

Redtail Disconnect Card

  1. On success, you will see the Redtail Integration card revert to a connect prompt.

Redtail Connect Modal

Contact Anvil

If you would like to make changes to how the Redtail Integration works, please contact support@useanvil.com

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

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