Custify + Intercom

Custify + Intercom integrations

Manage playbook steps in Custify by tagging or detagging companies in Intercom

Stay in control of your customer interactions with this smart workflow. When a step is executed in Custify, corresponding tags will be added or removed in Intercom for the respective company. This automation ensures you maintain relevant and organized interactions across your applications, simplifying your customer management process. Minimize manual effort and streamline communication with this seamless integration.

When this happens...
Playbook StepTriggers when a company enters the selected playbook step.
TriggerInstant
automatically do this!
Add/Remove Tag on CompanyAttach or remove a tag from a specific company.
ActionWrite

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More things you can do with Custify and Intercom

Discover other triggers and actions you can use with Custify and Intercom

- Segment
  Required
Trigger
Instant
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- Segment
  Required
Trigger
Instant
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- Playbook
  Required
Trigger
Instant
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- New custom attribute
Action
Write
- Event name
  Required
- Event date and time
  Required
- User ID
- Email
- Company ID
- Metadata
Action
Write

- Company ID
- User ID
- Text
  Required
Action
Write
- New custom attribute
Action
Write

- New custom attribute
Action
Write
- Company name
- Company ID
Action
Search
- Company name
- Company ID
- New custom attribute
Action
Search or write
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

- Segment
  Required
Trigger
Instant
Try It
- Segment
  Required
Trigger
Instant
Try It
- Playbook
  Required
Trigger
Instant
Try It
- User ID
- Email
- CSAT score
  Required
- Comment
- Submitted At
Action
Write
- User ID
  Required
- Company ID
  Required
Action
Write
- User ID
- Email
- NPS score
  Required
- Comment
- NPS date and time
Action
Write
- Company ID
  Required
- Task name
  Required
- Task description
- Task due date
- Task priority
  Required
Action
Write
- New custom attribute
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- New custom attribute
Action
Search or write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

HelpHelp

Related categories

Customer Appreciation

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.

Learn moreLearn moreHelpHelp

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Customer Support

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Related Zap Templates

Manage new Custify playbook steps by adding or removing user tags in Intercom

Tag or untag Intercom companies when they enter a segment in Custify

Adjust Intercom company tags when company leaves a segment in Custify