https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo734.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo503.png
Generate more leads with the Nex Forms + Redtail integration
Nex Forms / Redtail
Integrations

Generate more leads with the Nex Forms + Redtail integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/734-503.webp

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Nex Forms and Redtail

Quick summary of Nex Forms

NEX-Forms is a high quality and simple to use drag and drop, single click form creator offering a wide range of customizability, flexibility, design, and usability that will make online form building more than easy. If you have a need to easily create and customize professional and awesome looking forms on your WordPress website, this form builder is the one you need, because NEX-Forms is the easiest way to use back-end panel.

NEX-Forms is built using the latest web technologies like html5, css3, and jQuery, rest assured NEX-Forms will look smashing on every device, moreover, NEX-Forms is designed with modern trends and techniques in mind, NEX-Forms will help you connect with your customers in a whole new and exciting way.

Try the full grid system, create any form layout with one of a kind draggable grid system. Includes unlimited grid nesting. With the multi-step forms, you'll be able to break your forms down into manageable steps. Moreover, NEX-Forms includes the ability to create online questionnaires.

Quick summary of 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.

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.


What you can do with Nex Forms and Redtail

Create new Redtail contacts in tags with Nex Forms

Update Redtail contacts in tags with Nex Forms


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start Automating today!

Try LeadsBridge for free today or get a demo to see how LeadsBridge can help you scale your lead generation and marketing automation