Knudge integration with Wealthbox

We’re excited to announce a new partnership with Redtail. If you’re not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM. It’s great to partner with another leader in the wealth management technology space.

With this integration Redtail users can easily import their contacts or link existing contacts to avoid duplicate data entry. Click the Redtail branded “Import contacts” button and all of your Redtail contacts will be available to import. Sort by name, email, time created and filter by Redtail contact category to select the right contacts to import. Basic biographical info, phone number, email addresses and household context are imported from Redtail with the click of a button. If a contact already exists in Knudge you can elect to link the matching contacts rather than overwrite the Knudge contact and you can sync contacts at any time to pull updated data over from Redtail.

Check out the bottom of the page to see the entire video!


What is Knudge?

How the integration works

Are you a current Knudge and RedTail client? Check out our help video about how to integrate with RedTail and Knudge.