Learn how to flag amazing customer stories for your marketing team with this HubSpot/ Intercom Sync Recipe!

Flag Amazing Customer Stories

Sometimes your customer support team come across an amazing customer story they know will be great for your sales and marketing team to use as lead generation magnets, perhaps as marketing assets such as a case study that sales can use to convince prospects.

Customer Support can seamlessly flag these customer stories in Intercom and PieSync can sync this information into HubSpot so that you’re marketing team can take these customer stories and turn them into content that converts.

Recipe summary

  • Duration: between 5 and 10 minutes
  • Brings customer support and marketing closer together
  • Tastes like Meat Pie + Tomato Sauce.



On the PieSync dashboard, choose Intercom and HubSpot and authorize your apps.

HUbspot Intercom Integration

Configure your sync.

The first two default rules are your two-way sync, which syncs ALL contacts between Hubspot and Intercom. If you want to sync potential case studies, create a new rule.

This rule should be IF a contact is in Intercom AND has the tag “case study” THEN sync it to Hubspot and “update Lifecycle Stage” to “promote to Evangelist”.

Note that there is a toggle at the bottom of this rule so that if the Lifecycle is promoted to Evangelist in Hubspot, the customer will be automatically tagged in Intercom. If the Lifecycle Stage is changed from Evangelist in Hubspot, then the tag is removed in Intercom.

HubSpot Intercom


This is what your teams will see:


Did you like this recipe? Take a look at more recipes for marketing teams in our PieSync Recipe Book:

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Vanessa is a wordsmith extraordinaire. Originally from Australia, she has travelled the world and the seven seas to write scintillating content for you to enjoy. She likes books, travel, vintage films and sushi (not necessarily in that order).

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