Two-way contact sync between Redtail CRM and Desk

Redtail CRMDesk

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

Syncing Redtail CRM with Desk 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 Desk.

Vote now

Other available connections on PieSync

More connections with Redtail CRM and Desk 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.

Desk

About Desk

Desk.com is Salesforce's customer support platform for SMEs. Customers can get support via self-service support centre, live chat, email or phone. Features include productivity tools, mobile support, omni channels and case management.

Try it out for yourself

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister