My feedback

1 result found

1. zapier

   142 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Matt commented  ·  December 17, 2018  ·  Delete…

   Zapier doesn't have email, phone number, or company as a field that you can sync data with. Emails are required for most CRM's so not sure why it isn't a required field. Please advise.

   Zaps to create contact records in Redtail should send over contact information like emails, phone numbers, company/ employer, etc.

   Save Submitting...
   Matt supported this idea  ·  December 17, 2018