PieSync integrates Redtail CRM with other apps for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with the other app, and vice versa - eliminating import/export!
Syncing 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.
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Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In once 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.
Many thanks for the excellent product. It's working as it should be, fully seamless without any intervention on my part. Once again excellent product.