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Intercom + Redtail CRM

Create or update Intercom users when new Redtail CRM activities are created

Easily stay on top of new Redtail CRM activities by updating Intercom user information at the same time. With this workflow, whenever a new activity is created in Redtail CRM, the corresponding user will be created or updated in Intercom, ensuring your contact information is consistently up-to-date across both platforms. Save time and maintain seamless communication with your contacts through this efficient and streamlined process.

Easily stay on top of new Redtail CRM activities by updating Intercom user information at the same time. With this workflow, whenever a new activity is created in Redtail CRM, the corresponding user will be created or updated in Intercom, ensuring your contact information is consistently up-to-date across both platforms. Save time and maintain seamless communication with your contacts through this efficient and streamlined process.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    IntercomIntercom
    Create/Update User

    Update a user within Intercom given their e-mail address.

    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.
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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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