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