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ClickUp + Intercom

Update Intercom leads with tags when ClickUp tasks change

Keep Intercom leads organized as tasks change in ClickUp using this efficient workflow. When a task is updated in ClickUp, the automation modifies the corresponding lead in Intercom by adding or removing a tag. Save time and maintain consistency by managing tags on leads in Intercom based on your project updates in ClickUp.

Keep Intercom leads organized as tasks change in ClickUp using this efficient workflow. When a task is updated in ClickUp, the automation modifies the corresponding lead in Intercom by adding or removing a tag. Save time and maintain consistency by managing tags on leads in Intercom based on your project updates in ClickUp.

  1. When this happens...
    ClickUpClickUp
    Task Changes

    Triggers when a task changes.

    TriggerInstant
  2. automatically do this!
    IntercomIntercom
    Add/Remove Tag on Lead

    Attach or remove a tag on a specific lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Checklist NameRequired

    • Checklist ItemRequired

    Action
    Write
    • WorkspaceRequired

    • List NameRequired

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Folder NameRequired

    Action
    Write
    • WorkspaceRequired

    • CommentRequired

    Action
    Write
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Help

Related categories

  • Project Management

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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.

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