Intercom + Dovetail Integrations

How to connect Intercom + Dovetail

Zapier lets you send info between Intercom and Dovetail automatically—no code required.

When this happens...

Lead Added Email

Triggers when a Lead enters an email address.

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Create Note

Creates a new note in a Dovetail project.

Popular Intercom + Dovetail workflows

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Create Dovetail notes for Intercom conversations
Intercom + Dovetail
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When this happens
Step 1: New Closed Conversation
Then do this
Step 2: Create Note
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Create Dovetail notes for Intercom conversations
Create Dovetail notes for Intercom conversations
Intercom + Dovetail

Supported triggers and actions

What does this mean?

Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Tag Added to Lead
Triggers when a lead is tagged.
Trigger
Instant
Tag Added to Conversation
Triggers when a new tag is added to a conversation in Intercom.
Trigger
Instant

New Conversation
Triggers when a new conversation is created by a user in Intercom.
Trigger
Instant
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

New Company
Triggers when a new Company is created.
Trigger
Instant

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
Finds or creates a specific find company v2.
Scheduled
Action
Intercom
Finds or creates a specific find lead.
Scheduled
Action
Dovetail
Triggers when a new insight is published.
Scheduled
Trigger
Dovetail
Triggers when a new project is created.
Scheduled
Trigger
Dovetail
Triggers when a project is updated.
Scheduled
Trigger
Dovetail
Creates a new note in a Dovetail project.
Scheduled
Action
Dovetail
Creates a new person in Dovetail.
Scheduled
Action

How Intercom + Dovetail Integrations Work

Step 1: Authenticate Intercom + Dovetail.
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 Intercom + Dovetail

About Intercom

Intercom is a customer communication platform that enables targeted communication with customers on your website, inside your web and mobile apps, and by email.

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About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

Learn More