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How can I automatically tag users and leads when a conversation is closed?

  • February 25, 2021
  • 1 reply
  • 88 views

Hi all! We're attempting to set up a flow by which Users/Leads are tagged with a specific tag when a conversation with them is closed (that tag is then used to add them to a Series).

 

I'm not seeing a rule trigger that supports this flow. Would we need to set up a custom app with the conversation.closed webhook topic? Or anyone have a good workaround for what we'd like to do, which is "when conversation closed, tag user with X"? Thanks!

Best answer by Roy

Hello @elliot k​ , I hope you are doing well.

 

Yes, it's possible via Zapier <> Intercom Integration.

Intercom-Intercom ZapPlease, Let me know if you have any questions or need some video tutorial about this integration.

Always happy to help Interconnect members = )

 

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  • February 26, 2021

Hello @elliot k​ , I hope you are doing well.

 

Yes, it's possible via Zapier <> Intercom Integration.

Intercom-Intercom ZapPlease, Let me know if you have any questions or need some video tutorial about this integration.

Always happy to help Interconnect members = )

 


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