ClientSuccess + Intercom Integrations
How to connect ClientSuccess + Intercom
Zapier lets you send info between ClientSuccess and Intercom automatically—no code required.
Top companies trust Zapier to automate work and free up time
Popular ClientSuccess + Intercom workflows
Add new Intercom conversations as ClientSuccess engagement interactions
Add new Intercom conversations as ClientSuccess engagement interactions
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
New ClientTriggers when a new client is added.Trigger- New ContactTriggers when a new contact is created.Trigger
- New UserTriggers when a new user/employee is added to your organization.Trigger
- New PulseTriggers when a new pulse is added to a client.Trigger
- New SubscriptionTriggers when a new subscription is added to a client.Trigger
- New To-DoTriggers when a new to-do is added to a client.Trigger
- Create ClientCreates a new client.Action
- Create ContactCreates a new contact within a client.Action
- ClientSuccess
Creates a new engagement interaction on a client.
Scheduled
Action
- ClientSuccess
Creates a new pulse on a client.
Scheduled
Action
- ClientSuccess
Creates a new subscription.
Scheduled
Action
- ClientSuccess
Creates a new to-do within a client.
Scheduled
Action
- ClientSuccess
Finds an existing client in your account by external ID.
Scheduled
Action
- ClientSuccess
Finds an existing contact in your account.
Scheduled
Action
- ClientSuccess
Find a client by the external ID. Optionally, create one if none are found.
Scheduled
Action
- ClientSuccess
Find a contact by email. Optionally, create one if none are found.
Scheduled
Action
- Intercom
Triggers when a Lead enters an email address.
Instant
Trigger
- Intercom
Triggers when a lead converts to a user.
Instant
Trigger
- Intercom
Triggers when a new Lead is created.
Instant
Trigger
- Intercom
Triggers when a lead is tagged.
Instant
Trigger
- Intercom
Triggers when a new tag is added to a conversation in Intercom.
Instant
Trigger
- Intercom
Triggers when a new conversation is created by a user in Intercom.
Instant
Trigger
- Intercom
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).
Instant
Trigger
- Intercom
Triggers when a new Company is created.
Instant
Trigger
- Intercom
Triggers when a new user is created.
Instant
Trigger
- Intercom
Triggers when a user is tagged.
Instant
Trigger
- Intercom
Triggers when a user unsubscribes from Intercom.io emails.
Instant
Trigger
- Intercom
Add a note to a user.
Scheduled
Action
- Intercom
Tags a user with an event that occurred.
Scheduled
Action
- Intercom
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Scheduled
Action
- Intercom
Attach or remove a tag from a specific company.
Scheduled
Action
- Intercom
Attach or remove a tag on a specific lead.
Scheduled
Action
- Intercom
Attach or remove a tag on a specific user.
Scheduled
Action
- Intercom
Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.
Scheduled
Action
- Intercom
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Scheduled
Action
- Intercom
Update a user within Intercom given their e-mail address.
Scheduled
Action
- Intercom
Creates a new user in your Intercom app.
Scheduled
Action
- Intercom
Finds an existing company.
Scheduled
Action
- Intercom
Finds an existing Lead.
Scheduled
Action
- Intercom
Finds an existing user.
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Lead
Scheduled
Action
How ClientSuccess + Intercom Integrations Work
- Step 1: Authenticate ClientSuccess and Intercom.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About ClientSuccess
Related categories
About Intercom
Related categories
Similar apps
HubSpot
Marketing Automation
Keap Max Classic
Marketing Automation
Interakt
Marketing AutomationGet started for free
You can't add more hours to the day. Zapier is the next best thing.