Direct Zoom Integration with Redtail CRM
Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.
Kepa
shared this idea
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Dylan Scheid
commented
This integration would be extremely helpful for everybody. Zoom is a regular tool now and would be very convenient if we could make Zoom meetings and have link in the calendar event all from within Redtail.
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Daniel Singer
commented
Given that we are moving to a more virtual world, it seems like a good idea to have a direct intergration with Zoom such that a user can create a Zoom meeting directly from a RT activity and then the Zoom information gets transferred into the description area of the activity since the Outlook Zoom add-on and then sync back to Rt via Retriever seems to have issues.