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Redtail Technology > News > Integrations > Updated integration with Pulse360!

Updated integration with Pulse360!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

Pulse360: “Automation software to help you serve more clients and not get backlogged.”

Pulse 360 logo

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN PULSE360 AND REDTAIL CRM? New integration points between Pulse360 and Redtail CRM include:

  • the ability to enter your Handwritten Notes within Pulse360 and have a week’s worth of those notes display information on your Today page within Redtail CRM, including the contact the Note is attached to and the date and time of entry:
  • the ability to click a link on those Redtail CRM Today page Handwritten Note entries to view those Notes within Pulse360.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

Pulse 360 has a video up walking you through this new functionality here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.