The Redtail CRM was created to satisfy a need in the industry: a web-based client relationship management tool to provide advisors anytime, anywhere access to their client and calendar data. Lead Pilot supports Redtail CRM as one of our integrations (Wealthbox and Riskalyze are the other two).
Connecting Redtail to Lead Pilot is a simple process. It can take 30 seconds if you speed through the process as shown in the following video.
To integrate Redtail into your Lead Pilot account:
1. Hover over your user icon and select "Settings" from the dropdown menu:
2. Click "Manage Integrations":
3. Click "Configure" beneath Redtail:
4. Click "Connect" and then enter in your login information, username and password:
Please note your must connect using your Redtail User Name not the user email associated with your Redtail account.
5. Toggle "Add New Leads" on to have your landing page subscribe form send new contacts to your Redtail in addition to Lead Pilot:
6. Toggle "Auto-import" on to have new Redtail contacts added to Lead Pilot daily:
7. Click "Import Now" to manually import new Redtail contacts into Lead Pilot:
8. Click "Back" to return to your Lead Pilot settings.
Redtail Questions and Answers
What if I have multiple lists?
At this point, when you integrate Lead Pilot with Redtail, it will pull all the contacts and put them in the All Contacts section in your Lead Pilot account.
If you want to add multiple contacts to a List, export the contacts to a CSV and use our Import feature. This allows you to map clients to a List. You may need multiple CSVs depending on if you have multiple Lists. To import multiple contacts via CSV, click here.
How it decides who is a client or lead
If your contact in Redtail has a status of “Active Client” or “Inactive Client”, then they will be categorized as a client in Lead Pilot. Other statuses will result in the contact entering Lead Pilot as a lead.
What fields carry over?
With our integration, the contact information that carries over is limited to their name, phone number, and email address.
If your contact in Redtail has a status of “Active Client” or “Inactive Client”, then they will be categorized as a client in Lead Pilot. Other statuses will result in the contact entering Lead Pilot as a lead.
Can I import specific contacts?
All Redtail contacts will be imported with the integration.
Does it update contacts?
When the user does a manual or an auto-import with Redtail into Lead Pilot, if a prospect gets updated in Redtail, it will update the existing contact in Lead Pilot with that same email address with the new Redtail data.
What happens if we delete a contact in Redtail. Is it deleted in Lead Pilot?
Once Lead Pilot imports a contact from Redtail, it will remain in Lead Pilot’s contacts even if it is deleted in Redtail. A contact should be deleted in Redtail and Lead Pilot to avoid that contact being re-imported.
What if a contact unsubscribes from Lead Pilot email blast?
Someone clicking "Unsubscribe" at the bottom of a Lead Pilot email blast would not be unsubscribed from the CRM. You would need to manually unsubscribe the contact from your CRM also. Please be aware that contacts may pull over as with a status of "subscribed" if a compatible field is not found within Lead Pilot.
Will contacts added in Lead Pilot be added in Redtail?
Yes, Our Redtail integration will seamlessly bring your leads from Lead Pilot right into your Redtail CRM. Every lead that’s generated from your Lead Pilot landing pages will be added (if their email does not yet exist) directly to your CRM as a new contact, allowing you to further engage and associate data with your contact.
Does it replace the contact information being imported to the List if it is different than what already exists in the Lead Pilot?
When the user does a manual or an auto-import with Redtail into Lead Pilot, if a prospect gets updated in Redtail, it will update the existing contact in Lead Pilot with that same email address with the new Redtail data.
It is mostly about just importing contacts over into Lead Pilot. A conflict can occur when the contact is deleted from Lead Pilot, but not from Redtail, and then it gets re-imported. It's a connection and integration, but not a 100% sync.
Having issues integrating your Redtail with your Lead Pilot?
Contact their support or reach out to us at support@leadpilot.io!
You can also view the Redtail Webinar replay.