Connecting Redtail to Lead Pilot is a simple process that can take 30 seconds if you speed through it like me in this video:
Or you can configure at your leisure by following these instructions below:
1. Hover over your user icon and select "Settings" from the dropdown menu:
2. Click "Manage Integrations":
3. Click "Configure" beneath Redtail:
4. Click "Connect" and then enter in your login information:
5. Toggle "Add New Leads" on to have your landing page subscribe form send new contacts to your Redtail in addition to Lead Pilot:
6. Toggle "Auto-import" on to have new Redtail contacts added to Lead Pilot daily:
7. Click "Import Now" to manually import new Redtail contacts into Lead Pilot:
8. Click "Back" to return to your Lead Pilot settings.
Having issues integrating your Redtail with Lead Pilot? Contact their support or reach out to us at support@leadpilot.io! You can also view the Redtail Webinar replay.