What is Couplr AI?

Couplr AI is a modern lead and client sales enablement enterprise white-label tool for the Insurance & Wealth Management industry and its advisors. Couplr leverages AI and data science to connect clients with financial advisors. The integration with Redtail allows advisors to view and track inbound leads from the Couplr AI platform in real-time.

 

How to Set Up the Integration

• From your Couplr AI Advisor dashboard upgrade your Couplr AI subscription to their Premium Plan.

• Then, select the Integrations tab.

• Click on the Connect button in the Redtail tile, and a new login window pops up.
  
  

 

 

• Login to Redtail using your Redtail login credentials.
  
  

 

 

 

• That’s it! You'll see all new Conversations (leads) from Couplr in your Opportunities section in Redtail.
  
  

 

 

   

Couplr AI and Redtail Data Sync

The integration automatically sends Redtail new lead information from Couplr when a new Conversation (lead) is initiated in the Couplr platform. Couplr sends the lead to Redtail, creating a new opportunity and populating the lead's name and summary description in the new Redtail opportunity. Couplr and Redtail sync this data daily and also sync the stage and actual revenue fields to report ROI to an advisor in their Couplr dashboard.

 

 

Couplr AI Resources

Couplr AI Website