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Redtail Technology > News > Integrations > New integration with HubSpot!

New integration with HubSpot!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

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.