Support

Redtail Integration

Jive Desktop will be discontinued in March. We’ll keep you posted as we have more information.

Jive’s Redtail integration merges your phone with your CRM (customer relationship management). When someone calls you, Jive Desktop 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.

To integrate with Redtail, please use Jive Desktop. Click here to learn more.

Get Started

1. Log in to Jive Desktop.

2. Click  in the upper-right corner and then select Settings.

3. Check Redtail.

4. Enter your Redtail CRM credentials and then click [LOG IN].

Verified displays in green when Jive Desktop has been properly linked to Redtail CRM.

Incoming Calls

Caller ID

Displays the caller’s name and phone number.

Search or select match

Performs a search on the customers that match the caller ID.

Search Results

Displays a list of customers that match the caller ID.

Adds call notes to the customer record.

Launches the customer record in Redtail CRM in a new browser window/tab.

[CREATE NEW]

Launches a new window to create a new customer record in Redtail CRM.

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