PieSync integrates Redtail CRM with AdRoll for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with AdRoll, and vice versa - eliminating import/export!
Syncing Redtail CRM with AdRoll 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 Redtail CRM.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
AdRoll is the Growth Platform that makes your display, social, and email advertising work together to drive more revenue, with less effort from you. It’s built on powerful technology that completes your view of the customer and automates your marketing—leading to smarter decisions and accelerated business growth. With the perfect blend of ease and insights, it’s never been easier to attract new audiences and get more customers shopping.
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.
Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!