Add or remove tags on Intercom users when new contacts are created in Wealthbox CRM
Easily manage your CRM contacts and communication with this efficient Wealthbox CRM and Intercom workflow. When a new contact is added in Wealthbox CRM, this automation will update the user's tag in Intercom, streamlining the process of organizing contacts and ensuring that your team can effortlessly engage with the right clients at the right time. Stay organized and enhance customer engagement with this simple integration.
Easily manage your CRM contacts and communication with this efficient Wealthbox CRM and Intercom workflow. When a new contact is added in Wealthbox CRM, this automation will update the user's tag in Intercom, streamlining the process of organizing contacts and ensuring that your team can effortlessly engage with the right clients at the right time. Stay organized and enhance customer engagement with this simple integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Remove Tag on User
Attach or remove a tag on a specific user.
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