Add new Intercom conversations as ClientSuccess engagement interactions
Keeping track of client interactions can take away time from communicating with the client themselves. Use this integration to automatically track in ClientSuccess when you’ve engaged with a client in Intercom, freeing up much more of your time for meaningful client interactions.
Keeping track of client interactions can take away time from communicating with the client themselves. Use this integration to automatically track in ClientSuccess when you’ve engaged with a client in Intercom, freeing up much more of your time for meaningful client interactions.
- Lead Added EmailTriggers when a Lead enters an email address.Trigger
- Lead Converted to UserTriggers when a lead converts to a user.Trigger
- New LeadTriggers when a new Lead is created.Trigger
- Tag Added to LeadTriggers when a lead is tagged.Trigger
- Tag Added to ConversationTriggers when a new tag is added to a conversation in Intercom.Trigger
- New ConversationTriggers when a new conversation is created by a user in Intercom.Trigger
- New Closed ConversationTriggers 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
- New CompanyTriggers when a new Company is created.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
- ClientSuccess
Triggers when a new client is added.
Scheduled
Trigger
- ClientSuccess
Triggers when a new contact is created.
Scheduled
Trigger
- ClientSuccess
Triggers when a new user/employee is added to your organization.
Scheduled
Trigger
- ClientSuccess
Triggers when a new pulse is added to a client.
Scheduled
Trigger
- ClientSuccess
Triggers when a new subscription is added to a client.
Scheduled
Trigger
- ClientSuccess
Triggers when a new to-do is added to a client.
Scheduled
Trigger
- ClientSuccess
Creates a new client.
Scheduled
Action
- ClientSuccess
Creates a new contact within a client.
Scheduled
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
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