ClickUp + Intercom
Create ClickUp tasks for newly tagged Intercom users
Effortlessly stay on top of user-related tasks with this automation. When a tag is added to a user in Intercom, a task is created in ClickUp, ensuring that you always know which tasks are associated with specific users. This streamlined process keeps your team organized and helps prioritize tasks based on user interactions in Intercom.
Effortlessly stay on top of user-related tasks with this automation. When a tag is added to a user in Intercom, a task is created in ClickUp, ensuring that you always know which tasks are associated with specific users. This streamlined process keeps your team organized and helps prioritize tasks based on user interactions in Intercom.
- When this happens...Tag Added to User
Triggers when a User is tagged.
- automatically do this!Create Task
Creates a new task.
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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
