Help Scout + Redtail CRM
Create contacts in Redtail CRM and update customer properties in Help Scout
Effortlessly keep your customer information up to date in Help Scout with this seamless Redtail CRM to Help Scout workflow. When a new contact is created in Redtail CRM, it instantly updates the customer properties in Help Scout, ensuring that your customer data is always accurate and consistent across both platforms. Save time and minimize manual data entry errors with this efficient automation.
Effortlessly keep your customer information up to date in Help Scout with this seamless Redtail CRM to Help Scout workflow. When a new contact is created in Redtail CRM, it instantly updates the customer properties in Help Scout, ensuring that your customer data is always accurate and consistent across both platforms. Save time and minimize manual data entry errors with this efficient automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Update Customer Properties
Updates a customer's properties.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
