Redtail
Connect your advisor-friendly CRM directly to Snappy Kraken. Two-way contact and group sync keeps data current, while engagement insights and campaign triggers flow seamlessly back into Redtail for smarter follow-up.
Wealthbox
Eliminate manual updates with live two-way sync. Every contact, group, and campaign interaction flows between Wealthbox and Snappy Kraken, so your team can focus on conversations, not spreadsheets.
Salesforce
Sync contacts, leads, and groups automatically. Two-way integration ensures your CRM and Snappy Kraken stay in lockstep, powering dynamic segmentation, real-time engagement tracking, and instant follow-up workflows.
Catchlight
Transform raw leads into actionable opportunities. Enrich contacts with estimated investable assets and financial insights, then trigger personalized campaigns and workflows that prioritize your highest-value leads automatically.
Practifi
Keep client and prospect data in sync with Snappy Kraken. Two-way contact and group sync ensures campaigns stay current, while engagement insights flow back into Practifi to power smarter follow-ups and reporting.
Salentica
Sync contacts and groups automatically between Salentica and Snappy Kraken. Engagement activity flows back into the CRM for streamlined follow-up and reporting. Available for enterprise firms that configure Salentica for their advisors.
OpenAI
Enhance your marketing with AI-powered content creation. Instantly draft polished emails, social posts, and landing page copy, plus generate unique images to customize campaigns. All without leaving Snappy Kraken.
Publish compliant, automated campaigns directly to Facebook. Stay visible, drive engagement, and convert social activity into leads—all without manual posting.
Keep your firm top-of-mind with automated Instagram campaigns. Share compliant, visually engaging content that drives traffic and lead conversions effortlessly.
Reach clients and prospects where business happens. Snappy Kraken automatically shares approved campaigns to LinkedIn, building trust and visibility for advisors without extra work.
SmartAsset
Automatically capture high-intent investor leads and send them straight into Snappy Kraken. Launch instant follow-ups and nurture sequences to convert prospects into booked meetings without any manual effort.
Dave Ramsey
Receive referrals from consumers who already trust the Ramsey brand. Leads flow into Snappy Kraken for timely, personalized follow-ups that build on the credibility of the endorsement.
LeadingResponse
Sync event and digital marketing leads—like seminar attendees and webinar sign-ups—directly into Snappy Kraken. Automate reminders, follow-ups, and ongoing nurture to maximize conversion.
LinkedIn Ads
Turn LinkedIn form submissions into actionable leads by syncing them with Snappy Kraken. Launch automated emails, texts, and nurture campaigns to engage prospects and drive faster conversions.
Meta Lead Ads
Capture leads from Facebook and Instagram campaigns and deliver them to Snappy Kraken’s AI Inbox via Zapier Email Actions. Instantly trigger automated follow-ups and nurture sequences to convert social leads into appointments.
