Back to ClientSuccess + Intercom integrations

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Add new Intercom conversations as ClientSuccess engagement interactions

  1. When this happensStep 1: New Conversation

  2. Then do thisStep 2: Find Contact

  3. Then do thisStep 3: Create Engagement Interaction

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.

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Connect ClientSuccess + Intercom in Minutes

It's easy to connect ClientSuccess + Intercom and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Client

Triggers when a new client is added.

New User

Triggers when a new user/employee is added to your organization.

New Subscription

Triggers when a new subscription is added to a client.

Add Note

Add a note to a user.

Send Incoming Message

Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

New Contact

Triggers when a new contact is created.

New Pulse

Triggers when a new pulse is added to a client.

New To-Do

Triggers when a new to-do is added to a client.

Add Event

Tags a user with an event that occurred.

Add/Remove Tag on Company

Attach or remove a tag from a specific company.

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