PieSync integrates Redtail CRM with Surveymonkey for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Surveymonkey, and vice versa - eliminating import/export!
Syncing Redtail CRM with Surveymonkey 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 Surveymonkey.
More connections with Redtail CRM and Surveymonkey 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.
With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in real time. The tool lets you compare your data to other businesses, putting your results in context and allowing your enterprise to grow with your target market's needs.
I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!
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!