Two-way contact sync between ClickDimensions and Redtail CRM

ClickDimensionsRedtail CRM

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

Syncing ClickDimensions 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 ClickDimensions 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.

ClickDimensions

About ClickDimensions

Marketing Automation for Microsoft Dynamics CRM. Attract more leads. Close more sales. Better engage customers. Get Started Today. Email Marketing. Marketing Automation. Forms & Surveys. Web Tracking. Highlights: Founded In 2010, Create Good Experiences, Offering Full Range Of Support And Training.

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 ClickDimensions 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.

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka

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