Two-way contact sync between Quickbooks and Redtail CRM

QuickbooksRedtail CRM

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

Syncing Quickbooks with Redtail CRM is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.

Leave your email address and we’ll let you know when you can start syncing Quickbooks.

Check our connections page to see what services are available now.

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.

Quickbooks

About Quickbooks

Quickbooks is an accounting app for small businesses and one-man bands. A full scope of app integrations and features such as invoicing, billing, accounting and estimates, will help you keep those books balanced and stay organized without losing valuable time.

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

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO