Two-way contact sync between Redtail CRM and PersistIQ

Redtail CRMPersistIQ

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

Syncing Redtail CRM with PersistIQ 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 PersistIQ.

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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.

PersistIQ

About PersistIQ

PersistIQ unifies sales communication and workflow into one easy-to-use system. Their powerful technology gives you the perfect balance between sales automation and the human touch that's been winning sales for decades. Outperform your competitors by turning your sales process into your competitive advantage.

Try it out for yourself

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector

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