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Generate more leads with the Intercom + Redtail integration
Intercom / Redtail
Integrations

Generate more leads with the Intercom + Redtail integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Intercom and Redtail

Quick summary of Intercom

Intercom is a Customer Messaging Platform designed to improve communication between businesses and their clients. Intercom enables you to improve your entire marketing with a wide range of tools that allow you to manage the relationship with your prospects.

Intercom offers a new way to acquire, engage and retain customers and is great for sales, marketing, and support teams to connect and communicate better with customers and help the company grow faster, so this is a reason why it is handy to use Intercom. But that's not all because Intercom gives you the ability to segment your users based on the actions they take and create live segments based on them, providing you with the tools and data you need to acquire and engage your customers more effectively and efficiently.

With Intercom you can easily onboard and upsell your customers with email marketing campaigns, in-app messages and push messages. Intercom lets you set your marketing goals and track your results. The in-build analysis tools allow you to track your campaigns and optimize your marketing.

Quick summary of Redtail

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.


What you can do with Intercom and Redtail

Create new Redtail contacts in tags with Intercom

Update Redtail contacts in tags with Intercom


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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Other popular Redtail integrations offered by LeadsBridge

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