Connect and sync lead data and contacts with your favorite financial services tools

LeadsBridge makes it helps financial advisors and others within the financial services to generate quality leads. Keep track of lead data by connecting your financial services tools like Facebook Lead Ads, LinkedIn Lead Gen Forms, and more.

  • Sync your customers' data for automated retargeting and tracking (no CSV file needed)
  • Automatically track conversions that occur both in an online and offline setting with ease
  • Sync your most sensitive data in the safest and most secure manner
  • Sync new leads and customers generated from other platforms with ease. It’s as simple as a few clicks

is not available but…
Send us a request and we’ll put on our integration roadmap!