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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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.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
I use PieSync to synchronize my Google Contacts with Nimble CRM. It helps me to constantly have up to date info on my CRM, in spite of the fact that my contacts' info is constantly changing. It saved my life.
Keeps my phone, Hubspot, and Gmail perfectly synced, always. I can enter a new contact on my phone, and it is in Hubspot and Gmail in seconds!