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Follow Up Boss + Intercom

Add or remove Intercom user tags when new tags are added to contacts in Follow Up Boss

Effortlessly manage your contacts' tags between Follow Up Boss and Intercom with this streamlined workflow. When a tag is added to a contact in Follow Up Boss, this automation instantly applies or removes the corresponding tag on the user in Intercom, ensuring your customer data remains consistent and up-to-date across both platforms. Save time and maintain accurate information by enabling this efficient process.

Effortlessly manage your contacts' tags between Follow Up Boss and Intercom with this streamlined workflow. When a tag is added to a contact in Follow Up Boss, this automation instantly applies or removes the corresponding tag on the user in Intercom, ensuring your customer data remains consistent and up-to-date across both platforms. Save time and maintain accurate information by enabling this efficient process.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

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

    Attach or remove a tag on a specific user.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship 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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