We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
ABOUT Lead Pilot
Lead Pilot offers solutions to help you increase traffic (through a library of customized and customizable content and social media
scheduling), connect with leads (via email marketing
campaigns and branded landing pages), and nurture prospects
and clients (through lead scoring and analytics). For more
information, visit the Lead Pilot website here.
WHAT ARE THE INTEGRATION POINTS BETWEEN LEAD PILOT AND REDTAIL CRM?
After setup, leads will be sent from your Lead Pilot landing page subscribe form to Redtail as contacts. You can also set the integration up for Redtail contacts to be sent automatically into your Lead Pilot account.
DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.