HubSpot Archives - Redtail Technology Fri, 17 Dec 2021 20:54:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.3.1 https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/cropped-favicon-32x32.png HubSpot Archives - Redtail Technology 32 32 New integration with HubSpot! https://corporate.redtailtechnology.com/new-integration-with-hubspot/ Wed, 15 Dec 2021 15:20:29 +0000 https://redtail.flywheelsites.com/?p=52694 This new integration between HubSpot and Redtail CRM offers one- or two-way contact data sync with custom field mapping and filter control.

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Hubspot logoABOUT HubSpot “The HubSpot platform is a full suite of marketing, sales, service and operations software that provides you with the tools needed to build and grow remarkable customer experiences to help you and your customers — grow better. “

WHAT ARE THE INTEGRATION POINTS BETWEEN HUBSPOT AND REDTAIL CRM? 

  • Two-way sync: Data is shared between Redtail CRM and HubSpot in real time
  • Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
  • Historical syncing: Your existing data will sync right away, and updates will sync as they happen

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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