Two-way contact sync between Redtail CRM and dotmailer

Redtail CRMdotmailer

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

Syncing Redtail CRM with dotmailer 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.

Check our connections page to see what services are available now.

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.

dotmailer

About dotmailer

Dotmailer helps you create and track personalized, segmented and optimized email marketing campaigns. Import mailing lists, data from web forms, 3rd party sites and apps, as well as website and purchase behaviour. Built by marketers, for marketers.

Try it out for yourself

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO

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