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ActiveCampaign + Intercom

Add notes to ActiveCampaign contacts for new Intercom leads

It can be a challenge to keep track of new leads when they come in from many different angles - unless you automate your way to organization. With this Zap active on your dashboard, new Intercom leads will trigger Zapier to search for matching ActiveCampaign contacts. Then, a note will be added so you can have all the info you need on hand.

It can be a challenge to keep track of new leads when they come in from many different angles - unless you automate your way to organization. With this Zap active on your dashboard, new Intercom leads will trigger Zapier to search for matching ActiveCampaign contacts. Then, a note will be added so you can have all the info you need on hand.

  1. When this happens...
    IntercomIntercom
    New Lead

    Triggers when a new Lead is created.

    TriggerInstant
  2. automatically do this...
    ActiveCampaignActiveCampaign
    Find Contact

    Finds a contact by email address or ID.

    ActionSearch
  3. then do this!
    ActiveCampaignActiveCampaign
    Add Contact Note

    Adds new contact note.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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