In our auto-onboarding series unresponsive users get tagged with ‘unresponsive’. We want to contact these customers by phone. Can a Hubspot task be created (e.g. call customer) on a company level once the company got tagged as ‘unresponsive’?
Any experience between Hubspot tasks and Intercom would be really appreaciated!
How to create Hubspot tasks from an intercom series?
Best answer by markzen
In our auto-onboarding series unresponsive users get tagged with ‘unresponsive’. We want to contact these customers by phone. Can a Hubspot task be created (e.g. call customer) on a company level once the company got tagged as ‘unresponsive’?
Any experience between Hubspot tasks and Intercom would be really appreaciated!
To create HubSpot tasks from an Intercom series, you can utilize the integration capabilities between the two platforms. Firstly, ensure that the unresponsive users in your auto-onboarding series are appropriately tagged as 'unresponsive' in Intercom. Then, set up a workflow or automation within HubSpot to trigger a task creation when a company is tagged as 'unresponsive'. This task can be customized to indicate that a phone call should be made to the customer. This integration allows you to seamlessly manage your customer communication and follow-up actions between Intercom and HubSpot.
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