Two-way contact and tag sync

Your CRM knows one thing, your webshop another, and Herodesk a third. Keeping a customer’s fields and tags aligned by hand is the kind of housekeeping that’s out of step within a week, and the person your agent sees is never quite up to date.

Contact and tag sync is now available in Herodesk.

Map the fields, choose the direction

Matched by email, a shared field-mapping screen lets an admin map the other system’s customer fields onto Herodesk contact and company fields. You pick which fields flow and which way: push to the other system, pull from it, or keep both sides in sync. It’s the same screen whichever system you’re connecting, so the setup feels the same every time.

Tags that merge, never delete

Tags sync two-way as a merge against the last synced state, which is the part that makes turning it on safe: it reconciles the two sides rather than overwriting one with the other, so you never lose tags you already have. And while it runs, the sync can flag likely duplicates as contact merge suggestions for you to review.

Where to find it

Contact and tag sync is set up per connected integration, on the integration’s own settings. Contact and tag sync for Shopify is part of Herodesk Plus; CRM contact sync for HubSpot and Business Central needs Pro. Read more on the Contact and tag sync feature page.