Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
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  1. Allow zapier to create template activities or workflows in Redtail

    when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly

    16 votes
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  2. Zapier Automation

    Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.

    Here is the email correspondence with Zapier:

    "The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail…

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  3. zapier

    I need Redtail to share with zapier the following fields: mobile phone, home phone, email address, home address, city, state, zip code. The zap I am creating takes a parsed email with new lead data and adds it to redtail as a new contact. Right now the only fields Redtail allow to be added are: First Name, Last name, Contact Status, Contacts Source, Contact Category.

    142 votes
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    19 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add Additional Fields for Zapier and Google Sheets

    As of riight now there are limited fields that are being transferred from Google sheets to Redtail Via Zapier, I would love to have the fields such as email,address, phone number be included in the additional fields.

    20 votes
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  5. Zapier

    Deleted or changed appointments don’t feed to Zapier. Therefore, when linking Acuity to Redtail using Zapier, the acuity calendar gets out of date since deleted or changed appointments in Redtail can’t feed through.

    Please add support to send changed dates/times or deletions through Zapier to Acuity.

    37 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  6. zapier integration: add "Assignee" field to their templates.

    Zapier is an incredibly powerful tool, but it's missing a significant amount of customization. when adding a new activity/task, we need the ability to manipulate the attendees.

    9 votes
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  7. Trizic

    Please add Trizic as an integration partner

    2 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add Activity Category to Zapier

    One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.

    29 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  10. next360 part of Pershing/Improvement to end user

    I want to have the ability to see the avg. cost of each equity along with the original purchase date if there are multiple purchase dates I will need to see each purchase date. In order to be tax efficient with clients this information is essential.

    7 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Zapier needs to filter trigger by activity type

    The Zapier integration is fantastic! The one thing that would be really helpful is the ability to include the "activity type" in the trigger fields. This allows us to create an outgoing calendar sync from Redtail to other tools.

    18 votes
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  12. Keep enhancing the Zapier integration

    Please add triggers like changes to a contact record and actions such as Create a Note. More fields need to pass through, like head of household. This integration could solve so many issues if it was expanded properly. Please keep at it!

    71 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    359 votes
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    43 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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