I agree with the other comments. It's pointless to integrate ANY information if you still have to go back and manually add other information. Either offer all fields to be included or none, in my opinion.

Redtail must have no design or user interface professionals. How can you not have EMAIL included in a web based integration for something as simple as CONTACTS? Seriously disappointing! Salesforce looking sweeter by the day!

Currently the Redtail Zap "Create New Contact in Redtail CRM" Has the following fields: First name, Last Name, Contact Status, Contact Category, (Contact source shows as an option but does not function properly).

It would thoroughly help my practice if e-mail and phone numbers were optional fields as well.

We also are having the same issue. Phone number, gender, email, zip code, things like that would make it so much easier!

The Zapier integration could be so much better and be useful. Right now is missing so much interaction and fields. For example, the new activity details field does not transfer because of the way the Redtail wizard processes the Activity. Also, there is not First Name or Last Name linked to the activity so no one knows who its for. Please revisit the Zapier integration and make it usable.

Have to update what can be imported from Zapier. Only the name and category/status at this point. Ideally you would be able to pull in a phone number, email, address, any data point you want. Hard to see why that can't be built out.

Got the same issue, would be nice to be able to import other data points.

Right now, I'm able to use zapier for importing leads from Facebook, it only allows me to import the first and last name. Is there a solution to import other fields like phone number, email and contact source?

To be clear. I'm collecting leads from facebook and using zapier to import into Redtail CRM.

Automation is everything, we need better Zapier integration!

This would make things so much more efficient!

Create additional fields for Zapier Integration. At the very least, in the outgoing zap Include CLIENT NAME, and ACTIVITY TYPE. In the incoming integration, include more contact details, including EMAIL ADDRESS, and MOBILE PHONE and MAILING ADDRESS. Also, please create the ability to trigger a ZAP from a STATUS CHANGE.

Adding a way to sync a doc or a picture or a file would be helpful too!

Zapier doesn't have email, phone number, or company as a field that you can sync data with. Emails are required for most CRM's so not sure why it isn't a required field. Please advise.

Zaps to create contact records in Redtail should send over contact information like emails, phone numbers, company/ employer, etc.

While the integrations are very helpful, it would be more impactful if there was the ability to customize the fields to be included in the contact creation. Currently, when trying to link Facebook leads to Redtail via Zapier, there is no option to include an email address. This must be added manually. It would be wonderful to have this feature included in the initial contact creation. Thank you!

Excellent Idea. using preciseFP?

I would second this comment. What's the purpose of integrating with Zapier if it actually creates more work than it alleviates?

Zapier is a great tool, but useless for Redtail users in it's current form. The ability to upload / export more fields, filter those fields, and take other actions such as create notes when something is done in an outside application are required to make it meaningful.

If you want integration to go smoothly, your zapier needs to connect more fields than just first and last names.

Please greatly expand the contact fields that Zapier can upload when creating a new contact! Currently, only name, status, category, and source are available. How about exposing all contact fields? Our goal is to have clients enter their own complete information on our online questionnaire and to "zap" all info into Redtail via Zapier.