Two-way contact sync between Adapt and Redtail CRM

AdaptRedtail CRM

PieSync integrates Adapt with Redtail CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Adapt, it is automatically synced with Redtail CRM, and vice versa - eliminating import/export!

Syncing Adapt with Redtail CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Adapt with Redtail CRM.

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About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Adapt

About Adapt

Achieve efficiencies and enhance cross-company collaboration with Adapt’s staffing and recruitment software that ensures your firm will succeed, grow and expand beyond expectations.

Redtail CRM

About Redtail CRM

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Try it out for yourself

More connections with Adapt and Redtail CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys