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.

With this integration Redtail advisors can easily import their contacts into Knudge to avoid duplicate data entry. Contacts will stay linked and Knudge will push back notes to contact records when new nudges are posted or marked complete.

Setting up the integration

Knudge users can initiate the integration by simply entering their Redtail login credentials after clicking on “Connect Redtail account” on the Integrations page.

Integration functionality:

Knudge allows financial planners to assign tasks for their clients and have a shared to-do-list to manage those assigned tasks. Knudge will send timely reminders leading up to the due date via email, push notification and or text notifications and will continue to send reminders after if specified. Knudge helps you stay organized and see at a glance, across your client base, what’s been actioned and what is still outstanding.

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.

Contacts will stay linked and Knudge will push back notes to Redtail contacts when new nudges are posted or marked complete.

We’re excited to make this integration available to our users and expect it to evolve over time.  Please be sure to share your feedback so we can enhance this integration to meet your needs.