Redtail CRM is a customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.
ZapUp automates your work by merging Triggers (like “New Case”) and Actions (like “Create a Case”) to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with Redtail CRM helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.
Triggers a new account
Triggers a new company
Triggers an update on any new contact is added
Triggers an update on any new deal is recorded
Triggeres when new lead is added
Triggers for the new opportunity
Triggers if new task is added or updated
Updates new contact entry
Creates a new company entry
Creates a new ticket entry
Adds a note to an existing ticket
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