Two-way contact sync between Freshdesk and Redtail CRM

FreshdeskRedtail CRM

Give support agents all the CRM information they need inside Freshdesk by syncing it up two-way with the rest of your cloud stack.

PieSync integrates Freshdesk with other apps for an automatic 2-way contacts sync. For every new ticket, as well as any ticket you’ve received in the past as well, the attached customer’s data will be synced with the other app, and vice versa - eliminating import/export!

Syncing Freshdesk 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 Freshdesk with Redtail CRM.

Vote now

Other available connections on PieSync

More connections with Freshdesk 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.

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.

Freshdesk

About Freshdesk

Freshdesk is an omni channel cloud-based customer support platform. Whether it's phone, email, your own branded community, or social media channels such as Facebook or Twitter, Freshdesk ensures you can connect with your customers on all levels.

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

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

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker