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Intercom + Redtail CRM

Update Intercom leads when Redtail CRM contacts are updated

Keep your Intercom leads up to date with this Redtail CRM and Intercom workflow. Whenever a contact is updated in Redtail CRM, this automation will create or update a lead in Intercom with the latest information. Save time and maintain a consistent customer database across platforms with this seamless integration.

Keep your Intercom leads up to date with this Redtail CRM and Intercom workflow. Whenever a contact is updated in Redtail CRM, this automation will create or update a lead in Intercom with the latest information. Save time and maintain a consistent customer database across platforms with this seamless integration.

  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
    Create/Update Lead

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

    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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