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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.

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.

  1. When this happens...
    IntercomIntercom
    New Conversation

    Triggers when a new conversation is created by a user in Intercom.

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

    Finds an existing contact in your account.

    ActionSearch
  3. then do this!
    ClientSuccessClientSuccess
    Create Engagement Interaction

    Creates a new engagement interaction on a client.

    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
    • Message body format

    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
clientsuccess logo
clientsuccess logo

About ClientSuccess

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

Related categories

  • CRM (Customer Relationship Management)

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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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