With the Redtail integration, you can automatically sync contacts, activities, messages, and calls between Redtail and Relate.
Example activity in Redtail
To enable the Redtail Integration in the Administration view:
- On the side menu, click Settings
- Select the Organization Settings tab and optionally, select the hierarchies you want to enable Redtail for.
- Under Networks, configure the Redtail setting to Enabled.
After you have enabled Redtail, your users can connect their Redtail account to Relate.
Usually activities appear within a few seconds in Redtail, if there is a higher number of concurrent activities it might take longer, in some cases it can be even 10 minutes. Currently, the activity sync creates a separate task for each activity.