Add Zapier option to update Contact Note
Currently, with Zapier, Redtail can only add a contact, an activity, or an opportunity. We NEED the ability to update contact records with Zaps. That way when a contact opens an email, signs up for an event, unsubscribes from a list, (the options are endless) it can trigger an automatic note in Redtail without us having to handwrite hundreds of "action taken" notes. This feature exists with Salesforce and is long overdue for those of us trying to automate as much as possible.
50
votes
Ali Gilliland
shared this idea
-
Luke Baumgarten commented
I second this. There also needs to be more data points that can be linked to a contact record.