Two-way contact sync between Redtail CRM and Capsule

Redtail CRMCapsule

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

Syncing Redtail CRM with Capsule 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 Redtail CRM with Capsule.

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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.

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.

Capsule

About Capsule

Capsule is a powerful and simple tool that can be customized to fit your business, so you can keep track of everything important. Complete contact views, sales and task management are just a few features available to make sure you stay on top of your game!

Try it out for yourself

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder