Marketing and Redtail CRM, finally in sync.
Before your next client meeting, open Redtail and see exactly what's top of mind: the emails they opened, links they clicked, and content they downloaded. That's what happens when your CRM actually gets smarter from your marketing.
Real-time sync. Two-way. Your rules.
Redtail is the center of your relationship data.
Snappy Kraken connects to it in real time, so changes flow both ways as they happen.
Real-time sync
Contacts and leads appear in Redtail the moment they engage. Form fills, landing page visits, downloads. No daily batch. No waiting for an import to catch up.
Two-way sync
Data flows both directions. Contacts and groups from Redtail power your campaigns. Email opens, page views, and form submissions flow back so your CRM shows what people actually engaged with.
Per-group control
Choose which Redtail groups sync one-way or two-way. Your campaigns target the right people, and sensitive or static groups stay safe.
What this makes possible
CRM integration is the #1 factor advisors cite when choosing a marketing platform (Kitces 2025 AdvisorTech Study). Here's what it looks like in practice.
For advisors
- Know who just raised their hand. Form fills and downloads show up in Redtail in real time. Follow up while you're top of mind, not after a daily import catches up.
- Walk into every meeting knowing what's on their mind. Redtail shows what they read, clicked, and downloaded since your last conversation. No guessing. No "let me check my other system."
- Stop re-uploading your client list every time you want to send something. Map your Redtail groups to Snappy Kraken once. After that, they stay in sync. New clients, moved prospects, updated segments: the right campaigns pick them up automatically.
For firms managing multiple advisors
- Every advisor gets real-time sync from day one. Each advisor connects their own Redtail account with real-time, two-way sync. Contacts stay current. Engagement data flows back.
- Firm campaigns reach the right people because the data is current. Launch across the network and each campaign targets synced Redtail audiences. Build once, launch everywhere.
- See who's connected and who needs help. Enterprise Hub shows active CRM connections, onboarding status, and campaign performance across your advisor network.
Your CRM should get smarter from your marketing.
With most tools, it doesn't.
Here's how Snappy Kraken's Redtail integration compares to Levitate and FMG.
| Feature | Snappy Kraken | FMG Suite | Levitate |
|---|---|---|---|
| Sync direction | Two-way, with per-group control | One-way (CRM to FMG only) | One-way (CRM to Levitate only) |
| Sync frequency | Real-time (webhooks) | Daily | Twice daily |
| What flows back to your CRM | Contacts, groups, activity (opens, views, forms, unsubscribes) | Text notes only (no engagement data) | Text notes only (no engagement data) |
| Per-group control | Yes. Choose one-way or two-way per group. | No | No |
| Edit contacts in both systems | Yes | No (locked once CRM is connected) | Not specified |
Connect Redtail. Map your groups. Start running.
Connect your Redtail account inside Snappy Kraken, choose which groups to sync and in which direction, and you're live. The connection is long-lived (no daily re-authentication). If it ever drops, you'll get an email notification. Reconnect and all your settings and mappings are preserved.
Your data stays compliant and secure in your ecosystem.
Snappy Kraken doesn't pass CRM data to third-party AI engines or external data lakes. Activity that flows back to Redtail is reviewable and archivable alongside your existing records. Firms get content approval workflows, compliance notifications, and role-based access controls through the Compliance Hub.
Ready to see Redtail and marketing in sync?
Book a demo and we'll show you the integration live with your CRM.
Frequently Asked Questions
Is the Snappy Kraken and Redtail CRM integration real-time?
Yes, the integration between Snappy Kraken and Redtail CRM is real-time. Changes made in Redtail flow to Snappy Kraken immediately, and marketing activity or updates in Snappy Kraken flow back to Redtail instantly.
Does the Snappy Kraken and Redtail CRM integration offer a two-way sync?
Yes, the Snappy Kraken and Redtail integration offers a real-time, bidirectional sync. It includes per-group control, allowing you to easily choose whether specific CRM groups sync one-way or two-way.
What Snappy Kraken marketing data flows back into Redtail CRM?
The integration syncs comprehensive engagement data directly back into your Redtail CRM. This includes contact updates, group memberships, and activity data such as email opens, page views, form submissions, and unsubscribes, making your CRM the ultimate record for relationship history.
How long does it take to set up the Snappy Kraken integration with Redtail CRM?
Setting up the Snappy Kraken and Redtail integration takes only minutes. You simply connect your Redtail account, map your groups, and choose your sync direction without needing any developer work, IT tickets, or complex implementation projects.
Will connecting Snappy Kraken to Redtail CRM create duplicate contacts?
No, connecting Snappy Kraken to Redtail will not create duplicate contacts. Snappy Kraken automatically detects matching contacts by email and links them, preserving existing data in both systems and merging records to keep the most recent information.
What happens if the connection between Snappy Kraken and Redtail CRM drops?
If your connection between Snappy Kraken and Redtail drops, you will automatically receive an email notification. Once you reconnect, all of your settings and group mappings are fully preserved, ensuring no data is lost.
Does Snappy Kraken share my Redtail CRM client data with third parties?
No, Snappy Kraken never shares your Redtail CRM data. Your client data syncs exclusively with your individual Snappy Kraken account and is not shared with other advisors, firms, or third-party AI engines.
Is the Redtail CRM integration included in the standard Snappy Kraken plan?
Yes, the Redtail CRM integration is included in all standard Snappy Kraken plans at no extra cost or add-on fees.
Can I switch to Snappy Kraken from FMG or Levitate without losing my Redtail CRM setup?
Yes, you can seamlessly switch to Snappy Kraken from platforms like FMG or Levitate without losing your Redtail setup. You just connect Snappy Kraken to your existing Redtail account and map your groups. There is no complex migration needed since previous tools typically only import contacts one way.
