Gravity Forms + Email by Zapier + Intercom Integrations

How to connect Gravity Forms + Email by Zapier + Intercom

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Do even more with Gravity Forms + Email by Zapier + Intercom

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Email by Zapier, and Intercom. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
- Setup Directions
  In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to True.
  To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Trigger
Instant
Try It
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It

- Which Tag?
  If left blank, we'll trigger on every tag.
Trigger
Instant
Try It
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
Try It

New User
Triggers when a new user is created.
Trigger
Instant
Try It
New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
Try It
- EmailRequired
- Event NameRequired
  The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example, updated-plan.
- Metadata
  Limited to max 5 key/value pairs.
Action
Write
- CompanyRequired
  Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the Company ID.
- Tag NameRequired
  You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
- Untag?
  If Yes is selected, the tag will be removed from the Company.
Action
Write
- EmailRequired
  Specify the user you would like to tag or untag.
- Tag NameRequired
  You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
- Untag?
  If Yes is selected, the tag will be removed from the User.
Action
Write
- Lead ID
  The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
- Full Name
- Email
  The email you want to assign to the lead.
- Phone Number
  The phone number you want to assign the lead.
- Unsubscribed From Emails
- Created At
  If you want the current datetime to be used, try entering "now".
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
Action
Write
- EmailRequired
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
- Created At
  If you want the current datetime to be used, try entering "now".
- User ID
  A unique string identifier for the user.
- Full Name
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Action
Write
- Search ModeRequired
  Which value would you like to search by? You can use the company Name or Company ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Action
Search
- Search ModeRequired
  Which value would you like to search by? You can use an Email, ID, or User ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Action
Search
- Search ModeRequired
  Which value would you like to search by? You can use the company Name or Company ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
- Company NameRequired
- Monthly Revenue
  How much revenue the company generates for your business each month.
- Plan
  The name of the plan you have associated with the company.
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Search or write

- FormRequired
Action
Write
- Email AddressRequired
  Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Trigger
Instant
Try It
- ToRequired
  Can be a comma separated list of emails. Limited to 5.
- SubjectRequired
- Body (HTML or Plain)Required
  You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
- Attachment
  A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
- From Name
  This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
- Reply To
  Specify a reply address other than your own.
- Cc
  Can be a comma separated list of emails. Limited to 5.
- Bcc
  Can be a comma separated list of emails. Limited to 5.
- Force Linebreaks?
  Set this to "yes" if your emails are received without line breaks or spacing.
- Enable read receipts?
  Want to be notified when this email is opened? Set this to to True and set up a Zap using the New Read Receipt trigger.
Action
Write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
Try It
- Which Tag?
  If left blank, we'll trigger on every tag.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is created by a user in Intercom.
Trigger
Instant
Try It
New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
- Which Tag?
  If left blank, we'll trigger on every tag.
Trigger
Instant
Try It
- EmailRequired
  The email address of the user you wish to add a note to.
- Note TextRequired
Action
Write
- From EmailRequired
- Message BodyRequired
Action
Write
- LeadRequired
  Specify the lead you would like to tag or untag.
- Tag NameRequired
  Attach a tag to a specific lead.
- Untag?
  If Yes is selected, the tag will be removed from the Lead.
Action
Write
- CompanyRequired
- Monthly Revenue
  How much revenue the company generates for your business each month.
- Plan
  The name of the plan you have associated with the company.
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Write
- Lookup EmailRequired
  We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
- Full Name
- User ID
  A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
- Company
  Associates the user with a company in Intercom.
- Unsubscribed From Emails
- Phone Number
  The phone number of the user.
- Created At
  If you want the current datetime to be used, try entering "now".
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Write
- Api Docs Info
  API docs for Intercom are located here https://developers.intercom.com/reference
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ModeRequired
  Which value would you like to search by? You can use an ID, Email, or User ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Action
Search
- Company NameRequired
  Enter the name of the company you're trying to find.
- Monthly Revenue
  How much revenue the company generates for your business each month.
- Plan
  The name of the plan you have associated with the company.
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
Action
Search or write
- Search ModeRequired
  Which value would you like to search by? You can use an ID, Email, or User ID (which returns the most recent result).
- Search ValueRequired
  Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
- Lead ID
  The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
- Full Name
- Email
  The email you want to assign to the lead.
- Phone Number
  The phone number you want to assign the lead.
- Unsubscribed From Emails
- Created At
  If you want the current datetime to be used, try entering "now".
- IP Address
  An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
- Custom Attributes
  Key/value pairs containing any other data about the user you want Intercom to store.
  Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
Action
Search or write

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How Gravity Forms + Email by Zapier + Intercom Integrations Work

Step 1: Authenticate Gravity Forms, Email by Zapier, and Intercom.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Gravity Forms + Email by Zapier + Intercom

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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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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Gravity Forms + Email by Zapier + Intercom Integrations

How to connect Gravity Forms + Email by Zapier + Intercom

Do even more with Gravity Forms + Email by Zapier + Intercom

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

New Read Receipt

Setup Directions

Lead Added Email

New Lead

Tag Added to Conversation

Which Tag?

New Closed Conversation

New User

New Unsubscription

Add Event

EmailRequired

Event NameRequired

Metadata

Add/Remove Tag on Company

CompanyRequired

Tag NameRequired

Untag?

Add/Remove Tag on User

EmailRequired

Tag NameRequired

Untag?

Create/Update Lead

Lead ID

Full Name

Email

Phone Number

Unsubscribed From Emails

Created At

IP Address

Custom Attributes

Create User

EmailRequired

Custom Attributes

Created At

User ID

Full Name

IP Address

Find Company

Search ModeRequired

Search ValueRequired

Find User

Search ModeRequired

Search ValueRequired

Find or Create Company

Search ModeRequired

Search ValueRequired

Company NameRequired

Monthly Revenue

Plan

Custom Attributes

Create Entry

FormRequired

New Inbound Email

Email AddressRequired

Send Outbound Email

ToRequired

SubjectRequired

Body (HTML or Plain)Required

Attachment

From Name

Reply To

Cc

Bcc

Force Linebreaks?

Enable read receipts?

Lead Converted to User

Tag Added to Lead

Which Tag?

New Conversation

New Company

Tag Added to User

Which Tag?

Add Note