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New integration with LeadTinker!

Category: Integrations
integration updates

Enable your current contact form on your WordPress site to generate leads directly to your Redtail CRM.

Lead Tinker logo

ABOUT LeadTinker

LeadTinker believes in leveraging untapped resources to better serve their users. They are able to do this by connecting the advisor’s website directly to their most important systems. By using an existing website ‘contact us’ form, leads can be generated into Redtail seamlessly. This ensures that no potential leads are forgotten or go unnoticed. For more information, visit the LeadTinker website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN LEADTINKER AND REDTAIL CRM?
If you have a WordPress site, this integration allows you, through a WordPress plugin, to customize a contact form on your WordPress site that, when completed by visitors, will send those leads along with their contact information over to your Redtail CRM database as contacts.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this integration is available here.

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.