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Intercom + Ortto

Add tags to new Intercom users and create records in Ortto

Manage your client interactions more efficiently with this hassle-free workflow. When a tag is added to a user in Intercom, this automation creates a new record in Ortto. It's an ideal way to keep track of your interactions and maintain accurate records effortlessly. This can save you the time and effort of manual data inputs, allowing you to focus more on building and strengthening client relationships.

Manage your client interactions more efficiently with this hassle-free workflow. When a tag is added to a user in Intercom, this automation creates a new record in Ortto. It's an ideal way to keep track of your interactions and maintain accurate records effortlessly. This can save you the time and effort of manual data inputs, allowing you to focus more on building and strengthening client relationships.

  1. When this happens...
    IntercomIntercom
    Tag Added to User

    Triggers when a User is tagged.

    TriggerInstant
  2. automatically do this!
    OrttoOrtto
    Create Record

    Search your Ortto data for a record based on the provided field or optionally create one if none is found.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
    • Message body format

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It
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.
Learn moreHelp

Related categories

  • Customer Support

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ortto logo
ortto logo

About Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

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