This real-time sync will match up survey submissions to existing CRM data, or create new CRM contacts where needed. You are in full control of how survey responses match up to your CRM attributes. Watch the video for a quick peek or try out the integration today.
Syncing SurveyMonkey with Redtail CRM 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 SurveyMonkey with Redtail CRM.
More connections with SurveyMonkey and Redtail CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.