Action - Tag a Contact in Intercom – RevOS Documentation & Support

Overview

The Tag a Contact in Intercom action adds a tag to a contact in Intercom.

If the tag does not exist yet, it is automatically created first and then applied to the specified contact.

When to Use This Action

Use this action when:

You want to organise or segment contacts in Intercom using data from another system (CRM, data warehouse, spreadsheet, etc.).

You have a list of contacts with their Intercom Contact IDs and want to tag them based on Campaign, Plan / subscription, Activity or behaviour, without tagging them manually inside Intercom.

Inputs

The action requires the following inputs:

Contact ID (required)

Column containing the Intercom contact ID.

This must be the identifier used by Intercom for the contact.

Tag Name (required)

The name of the tag you want to apply.

You can:

Map a column that stores the tag name (e.g. Trial User, Newsletter, Premium Plan), or

Enter a static tag name directly in the action configuration.

How the Action Works

For each row in your table, the action will:

Read the Contact ID and Tag Name values.

Check if a tag with the given Tag Name already exists in Intercom.

If the tag does not exist, create it automatically.

Apply the tag to the contact with the given Contact ID in Intercom.

This allows you to create and apply tags in bulk, driven by your data.

Configuration Steps

Make sure your data table contains at least:

A Contact ID column (Intercom contact ID),

A Tag Name column (or you plan to use a static tag name).

Click the + button (as when adding a new column).

Select Action → Tag a Contact in Intercom.

In the action configuration:

Set Contact ID to the column that contains the Intercom contact ID.

Set Tag Name to:

The column that contains the desired tag name, or

A fixed tag name entered directly.

Click Add Action to save the configuration.

Run the action to apply tags to your Intercom contacts.

Example: Segmenting Contacts by Campaign

Suppose you have a table of contacts synced from your CRM with:

Contact ID (Intercom contact ID),

Tag Name (e.g. Summer Campaign 2025, Churn Risk, Premium Plan).

By configuring and running the Tag a Contact in Intercom action, you can automatically:

Create the required tags in Intercom (if they do not exist yet),

Apply them to the corresponding contacts based on your table data.

This keeps your Intercom workspace organised and aligned with your external segmentation logic.

Requirements & Notes

Your Intercom integration must be connected and authorised.

The action uses your existing Intercom connection credentials (OAuth token) — there is no need to specify them manually.

If a provided Contact ID does not exist in Intercom, the tag cannot be applied for that row.