Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4

Retriever Cloud for Google is now available!

Category: New Features
Redtail Retriever Cloud

Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Google. This will allow Redtail users to sync both contacts and activities bi-directionally between the two platforms.

All the details that you should need in order to get started can be found here, where you’ll find instructions for setting up the process as well as information about what is included in the sync for both contacts and activities. We have also posted a FAQ page for Retriever Cloud here.

Additionally, our Training Team will be hosting a webinar to go over setup and usage of Retriever Cloud for Google. You can register for this using the link below (but don’t worry – if you can’t make it to the live webinar, a recorded version will be available soon):

October 1, 2019 – 10:00 a.m. Pacific

Our Support Team is available to assist you as well with any questions you may have about Retriever Cloud.

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.