Give support agents all the CRM information they need inside Zendesk.
PieSync integrates Zendesk with other apps for an automatic 2-way contacts sync. For every new ticket, as well as any ticket you’ve received in the past as well, the attached customer’s data will be synced with the other app, and vice versa - eliminating import/export!
Syncing Zendesk 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 Zendesk with Redtail CRM.
More connections with Zendesk 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.
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.
Zendesk, a customer service software streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.
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.