HELP! We are new here.
When having Redtail as the “action” part of my Zap, it doesn’t allow me to add a field to enter in the new contacts EMAIL or PHONE NUMBER from my trigger app.
Those are essential fields to us when adding in a new contact into Redtail CRM. Any way we can add in these fields to the zap? Am I missing something?? The trigger is our FB Ad Leads.
Thanks!
Best answer by nicksimard
View original
+14
Hi
What Redtail Action are you using in your Zap?
Perhaps provide screenshots of how your Zap steps are configured.
+14
You can try clicking the Refresh Fields button at the bottom:
Otherwise, I think this is a limitation of the Redtail integration with Zapier.
[TECHNICAL] You may have to use the Redtail API as their Zapier app integration is limited: https://help.redtailtechnology.com/hc/en-us/sections/200708380-CRM-REST-API-
+11
Hi
As Troy pointed out, that’s a limitation of the Redtail CRM integration. We have an existing feature request for that and I’ve gone ahead and added you to it. You’ll receive an email notification if/when that gets implemented :)
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