Redtail CRM
Data Sync - Sync Redtail CRM data with HubSpot
Built by HubSpot
Installs - 100+ installs
Rating - 2(1)
Requirements
HubSpot Plan HubSpot Account permissions No permissions required Redtail CRM Subscription - Redtail CRM plan
Overview
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Sync data between Redtail CRM and HubSpot without manual data entry or messy, time-consuming imports.
Here’s what you get with Data Sync by HubSpot:
- 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
Features
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Sync Redtail CRM and HubSpot data
Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Redtail CRM. When records are created or updated in either app, that information will be automatically shared with the other one.
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Sync only the data you want
You’re in control of your data. You can set up a one- or two-way sync, which means you can either sync data from only one app to the other or back-and-forth between both apps. You can also add a filter for any field or HubSpot list to sync exactly what you want—and nothing you don’t.
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Default field mappings
Field mappings connect matching information in each app—and we’ve already created them for you. Our out-of-the-box default field mappings make set-up quick and keep your data clean and organized. Plus, there are no surprises: You can see exactly which fields come already mapped in the “Shared data” section below.
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Custom field mappings
Custom field mappings are available with Data Hub Starter and up (paid). Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
App Functionality
Shared Data
Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Data Hub Starter and up.
Companies sync with Businesses, Associations, Trusts and Unions.
Contacts sync with Individuals.
Individual Contacts | ||
Non-Individual Contacts |
Reviews
- Apr 11, 2023
Inhibited Features
The integration is very limited. You must have operations hub as well as marketing pro in order to actually integrate well.
You must have operations hub in order to sync extra fields. This is a very very basic integration.
Perkins, P.
Marketing Services - 6 to 10 employees
Pricing
Redtail CRM
$99
/monthIncludes 15 users
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
Redtail CRM
$99
/monthIncludes 15 users
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/23/2025
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