Levitate and Redtail teamed up to simplify contact creation and management in Levitate.
The Levitate + Redtail integration syncs your contacts nightly so you can seamlessly nurture those relationships. The integration also prevents manual data duplication and eliminates an additional archive of customer correspondence that is required by financial regulations.
“Levitate gives you the tools to personalize and customize interactions, making each client feel like they’re your only client.”
“It’s going to streamline your processes, save you time, and enhance your client communication.”
Founder,
BlackDiamond Wealth
Levitate & RedTail Integration User
What does the Redtail x Levitate integration do?
Levitate automatically pulls contacts, key facts, and tags from Redtail nightly, keeping the data evergreen.
Contact information includes first and last name, phone number, email address, preferred physical address, company name and title, etc.
We help keep your emails authentic with filtering and contact enhancement logic (nicknames replace first names, deceased clients are automatically removed, etc).
Levitate maps relationships within families so you can quickly see if a contact is a sibling, spouse, etc. These are key facts to have at your disposal when reaching out.
Since Levitate syncs with your calendar, we’ll remind you to add notes about recent meetings. Notes from Levitate are automatically pushed back into Redtail, so there’s no need for manual data duplication.
What about the emails you send to customers or prospects through Levitate? We’ll make a note of that correspondence in Redtail too.
