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Jive Integrations

Jive Integrations merges your phone with Redtail CRM (customer relationship management). When someone calls you, Jive Integrations automatically searches the caller ID within Redtail and returns any customer records that match. Quickly add call notes or an activity to a customer’s record, launch their account within Redtail, or create a new contact all without leaving the app.

Download for Mac
Download for Window

Setup Required

Before you can use Jive Integrations, you must have a registered JiveID and at least one device assigned to you by a system admin.

Install the App

1. Download Jive Integrations for your operating system:

2. Open and run the downloaded the install file.

3. Follow the on-screen instructions.

Access the App

1. Open Jive Integrations.

2. Enter your Email Address (JiveID) and Password.

3. Click [SIGN IN].

Tip: We have many single sign-on options. To learn more, click here.

Basic Navigation

Phone

= Toggles between the keypad and your Redtail contact directory.

Note: Jive Integrations does not work like a softphone. When you initiate a call from the app, it first sends the call to your Jive phone, waits for you to pick it up, and then finally completes the call to the outbound number.

History

Displays your call history.

Active Calls

Integrates your current call with Redtail. Add call notes or an activity to a customer’s record, launch an account within Redtail, or create a new contact.

Bug Fixes

Report a bug to Jive.

Feedback

Send feedback to Jive.

Settings

Displays settings for Jive Integrations including line options and Retail integration.

To integrate with Redtail or Connectwise, you must select your line and log in to Redtail or Connectwise.

Line

Defines which line is used make calls and integrate with Redtail.

Integrations

Redtail:
Choose Redtail and click [CONFIGURE] to sign in with your Redtail credentials.

Connectwise:
Choose Connectwise and click [CONFIGURE] to sign in with your Connectwise credentials.

Jive’s Redtail CRM integration merges your phone with your CRM (customer relationship management). When someone calls you, Jive Integrations automatically searches the caller ID within Redtail and returns any customer records that match. Quickly add call notes to a customer’s activity details or launch their account within Redtail for more information.

Link Redtail to Jive Integrations

1. Click the settings icon in the left sidebar.

2. Select your Line.

3. Click Redtail CRM.

4. Click [CONFIGURE] to launch the Integrations Dashboard.

5. Enter your Redtail Username and Password.

6. Click [LINK ACCOUNT].

Redtail Directory and Click to Call

Use Jive Integrations to search your Redtail directory and call your customers. When you initiate a call from the app, it first sends the call to your Jive phone, waits for you to pick it up, and then finally completes the call to the outbound number.

Active Call Options

Launch customer record

Opens the customer record in your web browser.

Search Redtail

Searches Redtail for customer records.

Recent

Shows recent activity on the customer record.

Log

= Creates a call note on the customer record.

= Creates an activity on the customer record.

Create new contact

= Creates a new customer record based.

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