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Intercom + Redtail CRM

Update Intercom user tags when Redtail CRM contacts are updated

Keep your Intercom users' tags up to date with this workflow that activates when a contact is updated in Redtail CRM. It automatically adds or removes tags on users in the Intercom app, ensuring your team has the latest information on each contact for seamless communication and collaboration. Streamline your contact management process by connecting Redtail CRM and Intercom in just a few clicks.

Keep your Intercom users' tags up to date with this workflow that activates when a contact is updated in Redtail CRM. It automatically adds or removes tags on users in the Intercom app, ensuring your team has the latest information on each contact for seamless communication and collaboration. Streamline your contact management process by connecting Redtail CRM and Intercom in just a few clicks.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    IntercomIntercom
    Add/Remove Tag on User

    Attach or remove a tag on a specific user.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
Learn moreHelp

Related categories

  • Customer Support

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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