Update tags on Intercom users when fields on Salesforce records are updated
This workflow begins when changes are detected in Salesforce record fields. Utilize this integration to automatically highlight changes in Salesforce by updating user tags in Intercom. It streamlines the interplay between your CRM and customer communication platform, ensuring that your Intercom account matches the most current information in Salesforce records. Take out the manual process, enabling your team to focus on fostering customer relationships, rather than data management.
This workflow begins when changes are detected in Salesforce record fields. Utilize this integration to automatically highlight changes in Salesforce by updating user tags in Intercom. It streamlines the interplay between your CRM and customer communication platform, ensuring that your Intercom account matches the most current information in Salesforce records. Take out the manual process, enabling your team to focus on fostering customer relationships, rather than data management.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Add/Remove Tag on User
Attach or remove a tag on a specific user.
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