Help Scout + Redtail CRM
Update Help Scout customer properties when Redtail CRM contacts are updated
Keep your customer information up to date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, this automation will save the changes by updating the customer properties in Help Scout. Stay organized and maintain accurate data effortlessly, ensuring your support team has the most current information at their fingertips.
Keep your customer information up to date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, this automation will save the changes by updating the customer properties in Help Scout. Stay organized and maintain accurate data effortlessly, ensuring your support team has the most current information at their fingertips.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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
