Zapier connects the web apps you use to easily move your data and automate tedious tasks. Once you have signed up with Zapier, you can then enable the integration within Redtail and begin setting up Zaps to automate certain tasks between Redtail and other applications that integrate with Zapier.
To enable Zapier within Tailwag, head over to Manage Your Integrations to your Enabled tab, scroll down to the Zapier widget and click the cog to access Settings:
After clicking Settings, you'll see a Zapier Token modal:
You'll want to copy this Token, as you'll need it to connect Redtail to Zapier on their side a little later in this process.
Then, you can head over to your Zapier account and begin setting up Zaps that include Redtail CRM.
In Zapier, click MAKE A ZAP!:
Then, search for Redtail as either your Trigger Step or your Action Step:
I selected it as a Trigger App and selected New Contact as the Trigger action within Redtail (bear in mind, I'm just walking you through how to get to where you can add that Token - you may choose a different Trigger action, dependent upon what you are trying to accomplish):
I'd then click Save + Continue to see the below:
This is where that Zapier token you copied from the Redtail modal comes into play. Click "Connect a New Account" and you'll then see the below modal pop up in Zapier:
Enter that token here and then click "Yes, continue." You can then close that modal and you'll see the below in Zapier:
Click "Test" to make sure you've connected Zapier and Redtail CRM successfully. After that has completed, you can click "Save + Continue" and follow on-screen instructions to continue setting up your Zap between Redtail and the other application(s) with which you are working in that particular Zap.
Currently, the available Trigger events within Redtail are 1) New Activity and 2) New Contact. The available Action events are 1) Create New Activity, 2) Create New Contact and 3) Create New Opportunity.
If you ever want to disable any Zaps involving Redtail without going into Zapier to do so, you can accomplish this within Redtail. Go back to Manage Your Integrations, scroll to Zapier, click the cog to access Settings and then click Regenerate Token:
You would then need to connect Redtail CRM to Zapier again before setting up/enabling any Zaps that involve Redtail CRM.
Below are some further links that might assist you with usage of Zapier:
If you are looking for other Advisor Tools, click here!