Manage new Custify playbook steps by adding or removing user tags in Intercom
Effortlessly maintain consistent customer data with this smart workflow. Once a step happens in Custify's Person Playbook, this initiates a corresponding update in Intercom's user tags. Enjoy a seamless transfer of information across both apps, ensuring accurate customer engagement tracking, reducing manual work, and optimizing your customer management process. This automation ensures your data stays up-to-date and reliable for effective customer communication.
Effortlessly maintain consistent customer data with this smart workflow. Once a step happens in Custify's Person Playbook, this initiates a corresponding update in Intercom's user tags. Enjoy a seamless transfer of information across both apps, ensuring accurate customer engagement tracking, reducing manual work, and optimizing your customer management process. This automation ensures your data stays up-to-date and reliable for effective customer communication.
- When this happens...Person Playbook Step
Triggers when a person enters the selected playbook step.
- automatically do this!Add/Remove Tag on User
Attach or remove a tag on a specific user.
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