PieSync integrates ChartMogul with Redtail CRM for an automatic 2-way contacts sync. Every time you add or update a contact in ChartMogul, it is automatically synced with Redtail CRM, and vice versa - eliminating import/export!
Syncing ChartMogul 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 ChartMogul with Redtail CRM.
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.
ChartMogul gives you 1-click analytics for Stripe, Braintree, Chargify, Recurly & PayPal (or API). Over 800 subscription businesses are using ChartMogul to measure, understand and grow their business, using Churn Rate, LTV, ARPA and tools like Cohort Analysis.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
More connections with ChartMogul 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.
I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!
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.