PieSync integrates Redtail CRM with PayPal for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with PayPal, and vice versa - eliminating import/export!
Syncing Redtail CRM with PayPal 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 PayPal.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
PayPal is an online payment service that enables businesses of all sizes, as well as individuals, to accept bank or card payments for the items they sell. When a customer pays for his or her purchases, PayPal processes the payment and transfers the funds to the seller's PayPal account.
More connections with Redtail CRM and PayPal are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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!
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.