Help Docs
  • Start Guide
    • 🧑‍🤝‍🧑Workspace Setup Guide
      • Step 0: Learn the foundations
      • Step 1: Connect your CRM
      • Step 2: Set your properties
      • Step 3: Add content to library
      • Step 4: Invite your team
    • 👨‍🔧User Setup Guide
      • Setting up your assistant
      • Setting up mobile device for audio recording
      • Configuring Slack
      • Working in CustomerIQ
    • Email Assistant FAQs
    • Meeting Recording FAQs
    • Calendar Integration FAQs
  • Product Guides
    • 🤖Meeting Recording
      • Zoom Admin Settings to Avoid Common Zoom Recording Errors
      • Zoom OAuth Integration
      • Creating and sharing clips
    • 🗃️Finding Insights with Views
      • Charts
      • Discover top pain points
      • Discover top feature requests
      • Classify by custom tags
      • Tracking topics
      • Drilldown views
      • Hide group
    • 📑Projects
    • 📃Building Docs
    • 📁Folders
      • Private meeting routing
  • Data Guides
    • Understanding AI Credits
    • Webhooks
    • CSV Import
    • Integrations
      • Redtail
      • Zoom
      • Microsoft Teams
      • Salesforce
      • Gong
      • HubSpot
      • Zendesk
      • Slack
      • Zapier
    • What languages does CustomerIQ support?
  • Contact support
  • Go to CustomerIQ app
Powered by GitBook
On this page
  1. Data Guides
  2. Integrations

Redtail

Connect your Redtail CRM to your CustomerIQ workspace to automate meeting notes and other data entry

Fill out Redtail form

Get API key

Enter here

Now each user should connect

PreviousIntegrationsNextZoom

Last updated 1 month ago