Two-way contact sync between Pipeliner and Redtail CRM

PipelinerRedtail CRM

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

Syncing Pipeliner 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 Pipeliner 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.

Pipeliner

About Pipeliner

Pipeliner CRM is an intelligent platform with a powerful dashboard to work in. The intuitive and visual pipeline view with graphical display together with user-friendly reporting and forecasting features will continuously empower your sales team!

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

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

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