If you are already familiar with or a user of Zapier, you'll probably find the below image pretty exciting:
Redtail CRM is now available publicly in Zapier's App Directory in beta version.
If you're unfamiliar with Zapier, what it allows you to do is automate tasks between over 500 leading web applications (including Redtail CRM, Slack, Gmail, Evernote, Google Sheets, Constant Contact, Twitter, and Dropbox) through the use of Triggers and Actions. These automations are called Zaps and are very easy to set up (and they also offer "Popular Zaps" for many applications that are even easier to get up and running). As but one example, take a look at the Popular Zaps you can easily get started with for Evernote:
If you'll note the highlighted area, these are 5 of 25 Popular Zaps for Evernote already set up and just waiting for you to connect your accounts to begin using them.
Zapier requires no coding, so Zaps are easy to set up even for non-technical users. Below is a look at a handful of Zaps involving Redtail CRM that I set up in a matter of minutes:
Zapier offers various pricing levels based upon your needs, including a free plan that will allow you to get a good feel for the efficiencies Zapier can offer and free trial periods for each plan level.