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Two-Way Syncing Links Redtail & GoogleTwo-Way Syncing Links Redtail & Google

The advisor-focused CRM provider now offers an additional third-party integration.

Samuel Steinberger, Senior Technology Editor

September 24, 2019

1 Min Read
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After bringing two-way syncing between Retriever Cloud and two Microsoft products in April, Redtail Technology announced the feature is live for Google as well. The continuous, real-time syncing is cloud-based, linking Redtail CRM with contacts and calendars in Google. The linked Microsoft products are Office 365 and Exchange Online.

Retriever Cloud, Redtail’s sync tool, was one of the firm's “most requested features,” the company said. It allows users to link their contacts and calendar items between Redtail and the three outside tools. The feature is available to all Redtail users at no additional cost.

The syncing extends to a user’s smartphone, as well. “Essentially we’re getting your Redtail calendar all the way down to your mobile device,” the firm noted in a video

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger