Two-way contact sync between Insightly and Redtail CRM

InsightlyRedtail CRM

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

Syncing Insightly 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 Insightly 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.

Insightly

About Insightly

Insightly is one of the leading CRMs for small businesses. This powerful and user-friendly tool has all the right functionality and it gives you the option to integrate with other popular cloud apps such as Google Apps, MailChimp and social media.

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

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director

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