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How can I sync data from a CRM?

Catchlight's web application allows you to integrate with Redtail and Wealthbox to bring data driven insights to advisors and growth teams.

There are three ways to access the Wealthbox and Redtail integrations in Catchlight:

  • Log into the app and then navigate to the “Integrations” tab along the top of the app.
  • You can also reach the integrations page by selecting “Import from CRM” when adding new leads to Catchlight.
  • Upon logging in for the first time, you will be prompted to get started by adding leads. One of the options for first time users is to import via CRM, which will lead you to the integrations page.