ChartMogul + Intercom
Add tags to ChartMogul customers when new tags are added to Intercom users
Streamline your customer engagement process using this automation. When a new tag is added to a user in the Intercom app, this workflow will simultaneously add that tag to the customer's profile in the ChartMogul app. This way, you can ensure consistent categorization across your platforms, enabling more targeted and effective communication strategies.
Streamline your customer engagement process using this automation. When a new tag is added to a user in the Intercom app, this workflow will simultaneously add that tag to the customer's profile in the ChartMogul app. This way, you can ensure consistent categorization across your platforms, enabling more targeted and effective communication strategies.
- When this happens...Tag Added to User
Triggers when a User is tagged.
- automatically do this!Add Tags to a Customer via External ID
Adds tags to the customer in ChartMogul that have the given external ID
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It
