Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. as an integration partner

    LinkPoint has developed a great add-on for Outlook that integrated excellently with Salesforce. I would love to see a similar Outlook add-on for Redtail. LinkPoint provides much more selectivity into what emails you add to Email History.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email Compliance  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integrate with Signals from Hubspot for email tracking

    Please integrate Signals, the email tracking app, so we can see if and when out broadcast emails are being opened.

    13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Email Compliance  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base