Intercom + Jotform

Tag leads in Intercom when new signed documents are added in Jotform

Keep your Intercom leads updated with the latest signed documents from Jotform using this seamless workflow. When a new document is signed in Jotform, this automation will instantly update the corresponding lead's tags in Intercom. Streamline your lead management process and ensure essential information is always readily available.

Keep your Intercom leads updated with the latest signed documents from Jotform using this seamless workflow. When a new document is signed in Jotform, this automation will instantly update the corresponding lead's tags in Intercom. Streamline your lead management process and ensure essential information is always readily available.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerPolling
  2. automatically do this!
    IntercomIntercom
    Add Tag to Contact

    Add a Tag to a specific Intercom Contact.

    ActionWrite
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Supported triggers and actions

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
intercom logo
intercom logo

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 more

Related categories

  • Customer Support

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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