Two-way contact sync between Listrak and Redtail CRM

ListrakRedtail CRM

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

Syncing Listrak 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 Listrak 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.

Listrak

About Listrak

Listrak helps marketers unlock the power of their customer data to create personalized, 1:1 interactions that drive incremental revenue, engagement and growth.

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 Listrak 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.

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

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!

Raquel MeyerCEO