Herodesk’s Got Your BackSee the release

Contact and tag sync

Herodesk Plus

Your contact data, in step everywhere.

Keep contact fields and tags aligned between Herodesk and your commerce or CRM system. Map the fields, choose the direction, and let it stay in sync: matched by email.

The problem

Customer data drifts between systems

Your CRM knows one thing, your webshop another, and Herodesk a third, so the person your agent sees is never quite up to date.

  • A tag added in one system that never reaches the others
  • Fields maintained twice, and out of step within a week
  • No shared definition of who a customer is across tools
  • Manual copy-paste to keep records aligned

Why teams love it

One source of truth, kept current

You decide what syncs and which way, and the tag merge means turning it on is safe.

Fields you choose, mapped your way
An admin maps each external field onto a Herodesk contact or company field.
Sync the direction that fits
Push, pull, or both: you decide per setup which way data flows.
Tags without the loss
Two-way tag sync merges against the last synced state, so it never deletes tags you already have.
Fewer duplicates too
The sync can raise merge suggestions when it spots a likely duplicate.

What’s inside

A field-mapping bridge to your stack

A shared mapping screen, matched on email, with directional control.

Matched by email
Contacts are paired between systems on their email address.
Shared field mapping
Map external customer fields onto Herodesk contact and company custom fields.
Directional control
Choose which fields flow and which way for each mapping.
Two-way tag merge
Tags sync both ways as a merge, so enabling it is safe for existing tags.
Raises merge suggestions
Likely duplicates surface as contact merge suggestions.
Shopify, HubSpot, Business Central
Shopify on Plus; CRM contact sync for HubSpot and Business Central on Pro.

Pricing

Herodesk Plus

From Herodesk Plus

Contact and tag sync for Shopify is part of Herodesk Plus; CRM contact sync for HubSpot and Business Central needs Pro. Try any paid plan free for 14 days.

Included from Herodesk Plus and up.

Get started for free

Customer stories

Read about our customers’ experience with Herodesk

Meet some of the businesses that use Herodesk for their customer service every day.

Pricing

Choose the plan that fits your needs

Alongside a free version with a selection of features, you can choose from three Herodesk plans. Then add a separate AI agent plan to suit your usage. Right now, you can try Pro free for 14 days.

Herodesk Free

For working on your own

$0

Herodesk Basic

Bring your team together

$34per user / month

Herodesk Plus

Spend less time on routine work

$57per user / month

Herodesk Pro

Keep service consistent as you grow

$80per user / month

Two-way contact and tag sync for commerce and CRM

Contact and tag sync keeps the people in Herodesk aligned with the people in your other systems. Matched by email, it maps an external system’s customer fields onto your Herodesk contact and company fields, so an agent always sees current data next to the shared inbox. An admin chooses which fields flow and in which direction from a shared mapping screen.

Tags sync in both directions as a merge against the last synced state, which means turning it on never deletes tags you already have: it only reconciles the two sides. The same sync can also flag likely duplicates as merge suggestions for you to review.

Contact and tag sync is available for Shopify on Herodesk Plus, with CRM contact sync for HubSpot and Business Central on Pro, and sits alongside the rest of the integrations. Used by webshops, B2B companies and SaaS companies teams across Europe, Herodesk is built and hosted in Scandinavia and 100% GDPR compliant. See pricing for what each plan includes.

Give your team time back

Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.

Ken Primby

Ken Primby

CEO · Pluspige

From a Herodesk customer

4–6

hours saved on cleanup after live sales

“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”

Read the customer story