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Anonymous

← Customer Feedback for Redtail Technology

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  1. Zapier needs to filter trigger by activity type

    21 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  2. Add Activity Category to Zapier

    29 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous commented  · 

    Please add. Our firm is currently trying to figure out how to work around using Zapier. We have multiple advisors with multiple calendly appointment types. Calendly is integrated to RT but the activity type that is created in RT does not match the event type from Calendly.

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