Generate more leads with the Google Sheets + Redtail integration
Integrate Google Sheets with Redtail
What is Google Sheets
Google Sheets is an online tool provided by Google that allows you to create and share spreadsheets for project plans, data analysis and much more. Everyone can access to Google sheets by using their Google accounts, and modify your sheets from everywhere, also with mobile devices.
Benefits of using Google Sheets
Google Sheets allows you to share your documents with your entire team. Friends, colleagues and clients can access to your shared files, and you can give them the possibility to edit, modify or just view the sheets. When you share your sheets, everyone can easily collaborate with you, by adding comments and suggestions to empower the teamwork. Then, the authors can decide to accept the suggestions with one click. Google Sheets is a great solution that allows everyone to work together, wherever you are, following your rules.
Why should I use Google Sheets
With Google Sheets you can easily create, import and export your sheets in many formats, included PDF, Microsoft Excel files, and much more. Google Sheets lets you personalize your entire documents, allowing you to work with rows, columns and cells, customizing formats, colors and fonts of your documents.
What is Redtail
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.
Benefits of using Redtail
This CRM helps users quickly access any information they need. It can generate customer and account reports.
Why should I use Redtail
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.
What you can do with Google Sheets and Redtail
Create new Redtail contacts in tags with Google Sheets
Update Redtail contacts in tags with Google Sheets
About LeadsBridge
LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.
Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.
Other popular Redtail integrations offered by LeadsBridge
Featured customers
"When it comes to lead ads automatic email sends are critical otherwise you potential are wasting money. Leadsbridge truly helps make this a reality. Very big fan, I use LeadsBridge for my Agency."
Peder Aadahl
168 Media Group LLC.
"LeadsBridge is a life-saving tool for real estate businesses. Thanks to the integration with Facebook Lead Ads, we were able to save a lot of time in managing leads coming from Facebook. Moreover, LeadsBrigde has a super user-friendly interface, reliable connection, and excellent support!"
Rachel Ergo
ConciergeAuctions.
"LeadsBridge is great, and when a great company has great tech support it becomes superb. I requested a special integration for my agency and they made it, and fast, now my business on Facebook will improve thanks to them."
Gustavo Schnitman
ProWeb Internet.
"Thanks to LeadsBridge I doubled my retail leads in less than 1 year! I recommend it especially for its ease of use, once the integration is set up, it's pretty hands-off! So super easy and quick to transfer Facebook leads from point A to B."
Ashley Stephenson
Charles & Colvard.
Success stories
