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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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   Erica commented  ·  Dec 19, 2017  ·  Delete…

   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!

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   Erica supported this idea  ·  Dec 19, 2017