ClientSuccess + Intercom

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.

When this happens...
New Conversation
Triggers when a new conversation is created by a user in Intercom.
TriggerInstant
automatically do this...
Find Contact
Finds an existing contact in your account.
ActionSearch
then do this!
Create Engagement Interaction
Creates a new engagement interaction on a client.
ActionWrite

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Supported triggers and actions

What does this mean?

Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Tag Added to Lead
Triggers when a lead is tagged.
Trigger
Instant
Tag Added to Conversation
Triggers when a new tag is added to a conversation in Intercom.
Trigger
Instant
New Conversation
Triggers when a new conversation is created by a user in Intercom.
Trigger
Instant
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
New Company
Triggers when a new Company is created.
Trigger
Instant
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

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

Related categories

CRM (Customer Relationship Management)

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.