Automatically sync your leads with the Facebook Lead Ads + Redtail integration

Facebook Lead Ads are a type of ads specifically designed to collect leads. Facebook Lead Ads are so much more than just a form because this kind of advertisement can help you drive objectives from the top of the funnel, such as Brand Awareness and Reach, to customer acquisition.

A significant benefit that characterizes Facebook Lead Ads is the simplicity of the lead generation process, compared to traditional ads that direct to the landing pages of the website. When users click on a Facebook Lead Ads, immediately display a registration form to insert their data, without leaving the social network, moreover, all registration forms are pre-filled automatically.

The innovative aspect of the pre-filled forms and the simplicity of the announcements are two important Facebook Lead Ads' features. Also, keep in mind that Facebook Lead Ads are optimized for mobile browsing and allow advertisers to collect leads from smartphones and tablets easily. Moreover, user data is automatically added by Facebook, which takes them from their profiles.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.