PieSync integrates Redtail CRM with Shopify for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Shopify, and vice versa - eliminating import/export!
Syncing Redtail CRM with Shopify 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 Shopify.
More connections with Redtail CRM and Shopify are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Shopify is a commerce platform that allows anyone to easily sell online, at a retail location, and everywhere in between. It offers a professional online storefront, a payment solution to accept credit cards, and the Shopify POS application to power retail sales.
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.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.