PieSync integrates Olark with Redtail CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Olark, it is automatically synced with Redtail CRM, and vice versa - eliminating import/export!
Syncing Olark 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 Olark with Redtail CRM.
Olark is a simple live chat solution allowing you to be there for customers in no time! See who's there, show your availability and use handy commands for fast replies. Great analytics give the necessary insight. Not to forget some powerful integrations on top.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
More connections with Olark 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!
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.