Intercom + ClientSuccess Integrations
How to connect Intercom + ClientSuccess
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Popular Intercom + ClientSuccess workflows
Add new Intercom conversations as ClientSuccess engagement interactions
Add new Intercom conversations as ClientSuccess engagement interactions
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Lead Added EmailTriggers when a Lead enters an email address.Trigger- Lead Converted to UserTriggers when a lead converts to a user.Trigger
- New LeadTriggers when a new Lead is created.Trigger
- Tag Added to LeadTriggers when a lead is tagged.Trigger
- Tag Added to ConversationTriggers when a new tag is added to a conversation in Intercom.Trigger
- New ConversationTriggers when a new conversation is created by a user in Intercom.Trigger
- New Closed ConversationTriggers 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
- New CompanyTriggers when a new Company is created.Trigger
- 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
How Intercom + ClientSuccess Integrations Work
- Step 1: Authenticate Intercom and ClientSuccess.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.
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