Why?

• Messages from MyRepChat are sent to the contact's record in Redtail CRM as notes.

 

 

 

What?

MyRepChat is a compliant messaging system that integrates with Redtail CRM. Contacts are imported from Redtail CRM to MyRepChat, and messages made in MyRepChat will be sent to Redtail CRM and stored as notes in the specific contact records.

 

 

 

How?

Setting up the MyRepChat Integration

• From the MyRepChat Dashboard, go to Settings, Integrations, and Connect to CRM.
  
  
• Scroll down and click on the REDTAIL box.

 

 

• A secondary section will appear. Enter your Redtail login/password.
  
  
• Click the blue "Connect" button. If login to Redtail is successful, you will receive a token.
  
  
• The token field is not editable. MyRepChat will store the token rather than your Redtail username/password.
  

• As you activate the token, multiple toggles are available to you:
  • Token - Your token number stored in MyRepChat.
    
    
  • Enable - Turns on the communication between both platforms.
    
    
  • Activate Note - Toggled on, messages from MyRepChat will be sent to Redtail CRM as notes.
    
    
  • Allow MyRepChat to Create Contacts in CRM - Toggled on, contacts not in Redtail CRM but in MyRepChat will be created in Redtail CRM so messages may be saved as notes there.
    
    
  • Allow Edits to Contact in MyRepChat to Edit Contact in CRM - Toggled on, changes made to a contact in MyRepChat will reflect into Redtail CRM as well.

 

 

 

 

Importing Contacts from Redtail CRM to MyRepChat

• Importing contacts from your Redtail CRM database for use in MyRepChat must be done from within MyRepChat itself.
  
  
• Please refer to the following MyRepChat help article: MyRepChat - How Do I Import Contacts From My CRM?

 

Using the MyRepChat Integration

• Once you have set up the integration, search for contacts.
  
  
• You may also use the toggle to Activate Notes.
  
  
• MyRepChat will send all of your sent/received messages to Redtail in real time, which are stored as notes for the contact.
  NOTE: For notes to be journaled you must have imported the contact from Redtail. The importing process creates the connection between MyRepChat and Redtail.

 

MyRepChat Resources

 

MyRepChat Website

 

MyRepChat Support

 

MyRepChat - How Do I Import Contacts From My CRM?

 

MyRepChat Contact