Two-way contact sync between Redtail CRM and ConvertFox

Redtail CRMConvertFox

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

Syncing Redtail CRM with ConvertFox 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 ConvertFox.

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Other available connections on PieSync

More connections with Redtail CRM and ConvertFox are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

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.

ConvertFox

About ConvertFox

ConvertFox is a customer communication platform that helps businesses turn visitors into paying customers. It helps sales, marketing, and support teams to communicate with customers on one platform.

Try it out for yourself

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

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