PieSync integrates Redtail CRM with Robly for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Robly, and vice versa - eliminating import/export!
Syncing Redtail CRM with Robly 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 Robly.
More connections with Redtail CRM and Robly are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Ideal for SME businesses and nonprofits, Robly offers customer review tools and email marketing solutions. Use the platform to make eye-catching campaigns with pop-up widgets, share your emails on social media, and send automated messages to new subscribers.
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.