How to Connect Your Redtail CRM Account to

Maddy Martin Updated by Maddy Martin integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added to your Redtail account after each call. 

Below, we explain how the integration works and a few simple steps for getting set up.

How the and Redtail Integration Works

When your Redtail account is connected to, our receptionists can:

  • Create a new contact with the name, phone, and email address
  • Attach a call summary to the contact's activity history

How to Connect Your Redtail Account to

If you're already a Redtail user, getting started is simple: 

  1. Go to the “Integrations” tab of your Dashboard
  2. You’ll see a list of available integrations with your account. Find the “Redtail” tile and click on it.

  1. You’ll then be able to login to your “Redtail CRM” account with your existing account. 

  1. That's it! Once your accounts are linked, you'll see Redtail contacts and call summaries added by your receptionists after each call.

How calls appear in your Redtail account

Once you’ve connected your Redtail account to, you’ll be able to view your receptionist handled calls under the “Activities” tab of your Redtail dashboard. 

Under your “Activities” call history, you’ll be able to see the following details of each call that has handled for your firm:

  • Date and time of the call
  • Contact information for the caller (phone number and email)
  • Whether the call was inbound or outbound
  • A detailed summary of the call



You’ll also see options to take actions and next steps with each call, including the ability to:

  • Edit call details
  • Complete
  • Rollover
  • Reschedule
  • Timeline
  • Delete the call (not typically recommended)


That’s it! With's new Redtail integration, you’ll never miss a call, remain in the loop with all communications, and save precious time otherwise spent on data entry, reconciliation, and switching between different systems.

Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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