XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry.

As a Salesforce Partner since 2010, they have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners.

With this integration, advisors on XLR8 can seamlessly connect their CRM to Knudge and help their clients achieve better outcomes with less effort and less stress along the way.

Notes and best practices:

  • Each user at your firm will want to set up the integration.  The integration is established at the user level to respect user specific access rights within XLR8.
  • You’ll want to leave the integration authorized. This allows us to be able to send the notes back to XLR8 about activity in Knudge.
  • Imported contacts will stay linked to their contact record in XLR8, but there’s not a regular polling for updates to a contacts metadata. If you’d like to update the metadata for a contact you can sync contacts (in bulk from the integration page or individually from the Actions menu on a contact card) to grab the latest from XLR8.
  • Don’t worry about importing too many contacts while in the Baker’s Dozen. We recognize that advisors use their CRM for all different types of contacts so we allow you to be specific about which contacts you import into Knudge.
  • For reference: The Knudge import only grabs first name, last name, email address (with a preference for primary email), phone (with a preference for mobile), birthdate, and and whatever data you chose to convert to tags.