Loading

Intercom + Redtail CRM

Create and update Intercom leads when new Redtail CRM contacts are added

Effortlessly streamline your contact management process with this Redtail CRM and Intercom workflow. When a new contact is added in Redtail CRM, the lead will be created or updated in Intercom, saving you time and ensuring consistency in your customer relationship management. Keep your sales and support teams aligned while enhancing overall efficiency.

Effortlessly streamline your contact management process with this Redtail CRM and Intercom workflow. When a new contact is added in Redtail CRM, the lead will be created or updated in Intercom, saving you time and ensuring consistency in your customer relationship management. Keep your sales and support teams aligned while enhancing overall efficiency.

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

    Triggers when a new contact is created in your database.

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

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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

Similar apps

HubSpot integrationsHubSpot integrations

HubSpot

Marketing Automation
Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
redtailcrm logo
redtailcrm logo

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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier