Copper + Intercom
Create new people in Copper for each new user on Intercom
Streamline your customer onboarding process with this workflow. When a new user signs up on Intercom, their details are instantaneously transferred to Copper, creating a new person entry. This automation saves you time on manual data entry and ensures that your customer records in Copper remain up-to-date and consistent. Efficiently manage your customer relationships and enhance communication by having all necessary information in one place.
Streamline your customer onboarding process with this workflow. When a new user signs up on Intercom, their details are instantaneously transferred to Copper, creating a new person entry. This automation saves you time on manual data entry and ensures that your customer records in Copper remain up-to-date and consistent. Efficiently manage your customer relationships and enhance communication by having all necessary information in one place.
- When this happens...New User
Triggers when a new user is created.
- automatically do this!Create Person
Creates a new Person.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
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Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew 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).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It
