CRM
Route tagged Intercom contacts into HubSpot lifecycle stages
When an Intercom contact gets tagged, this maps the tag to a HubSpot lifecycle stage, updates the contact (creating it if missing).
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom contact-tagged webhookIntercom
- LogicMap tag to lifecycle stage; skip unmapped
- ActionFind or create HubSpot contact by emailHubSpot
- ActionFetch usage tier from PostgresPostgres
- ActionUpdate lifecycle stage and stamp propertiesHubSpot
- OutputReturn contact id and new stage
What it does
Turns Intercom tagging into CRM segmentation. When a teammate applies a routing tag in Intercom (for example "trial-qualified" or "expansion-lead"), this maps that tag to the matching HubSpot lifecycle stage, finds or creates the contact, and writes the source tag and current product-usage tier onto the record so marketing and sales segment on accurate data.
When to use it
Use this when support and CS apply meaningful tags in Intercom and you want those signals to drive HubSpot lifecycle stages automatically instead of being retyped by hand. Good for keeping lead routing and nurture audiences honest.
How it works
- 1Intercom contact-tagged webhook triggers the run.
- 2Map the applied tag to a target HubSpot lifecycle stage; ignore unmapped tags.
- 3Look up the HubSpot contact by email, creating it if absent.
- 4Pull the usage tier from Postgres for the property stamp.
- 5Update the contact's lifecycle stage, source tag, and usage tier.
- 6Output the contact id and the stage it was moved to.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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