Best answer

Missing fields in Redtail CRM

  • 1 February 2021
  • 5 replies
  • 159 views

Userlevel 1

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!

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Best answer by nicksimard 2 February 2021, 01:11

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5 replies

Userlevel 7
Badge +11

Hi @CDFinancial!

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 :)

Userlevel 1

Thanks Troy! Ur awesome!

Userlevel 7
Badge +14

@CDFinancial 

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-

Userlevel 1
There is no option to select a phone number, email address. Do you know how we can add that to creating a new contact? 

 

Userlevel 7
Badge +14

Hi @CDFinancial 

What Redtail Action are you using in your Zap?

Perhaps provide screenshots of how your Zap steps are configured.