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1. zapier

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   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Jun 10, 2016  ·  Delete…

   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.

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   Anonymous supported this idea  ·  Jun 10, 2016