Pulse360 integrates with Redtail CRM

Redtail CRM Integration with Pulse360
Your meeting notes from Pulse360 will get saved within the appointment in Redtail CRM. Check out the table below and the video to see how it will work.
What is synchronized?
Pulse360
Direction
Redtail
Contacts (Name, address, email, dob)
Instantly
Instantly
Appointment (Dates & Times)
Instantly
Instantly
Appointment Notes
Instantly
Stored in appointments
Digital Notepad
Instantly
Stored in notes

Our Other Integrations

Wealthbox CRM Integration with Pulse360
We also integrate with Wealthbox CRM. 
Salesforce CRM Integration with Pulse360
We also integrate with Salesforce CRM.
Become a Pulse360 partner
Please get in touch if you'd like to integrate with us
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