Intercom + OptinMonster

Create notes in Intercom for new OptinMonster leads

Easily keep track of new leads from OptinMonster by adding a note in Intercom with this seamless workflow. Whenever a new lead is captured in OptinMonster, a note will be instantly created in Intercom, ensuring you stay updated and informed. Enhance your lead management process and never miss a potential customer again with this efficient automation.

When this happens...
New Lead
Triggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Add Note
Add a note to a user.
ActionWrite

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Supported triggers and actions

What does this mean?

- CampaignRequired
- Integration Display Name
Trigger
Instant
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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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- 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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- Tag
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- EmailRequired
- Note TextRequired
Action
Write
- Conversation IDRequired
- Reply TypeRequired
- Reply BodyRequired
- Attachments
Action
Write
- FromRequired
- ToRequired
- Message TypeRequired
- BodyRequired
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- LeadRequired
- Tag NameRequired
- Untag?
Action
Write
- CompanyRequired
- Monthly Revenue
- Plan
- Custom Attributes
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
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 Company
Triggers when a new Company is created.
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- EmailRequired
- Event NameRequired
- Metadata
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- EmailRequired
- Tag NameRequired
- Untag?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- EmailRequired
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

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 Help

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About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Intercom + OptinMonster

Create notes in Intercom for new OptinMonster leads

New Lead

Integration Display Name

Lead Converted to User

Contact Replied

New Closed Conversation

Message body format

New Conversation

Tag Added to Conversation

Tag

Tag Added to User

Which Tag?

Add Note

EmailRequired

Note TextRequired

Reply to Conversation

Conversation IDRequired

Reply TypeRequired

Reply BodyRequired

Attachments

Send Message to Contact

FromRequired

ToRequired

Message TypeRequired

BodyRequired

Subject

Template

Create Conversation Without Contact Reply?

Add/Remove Tag on Lead

LeadRequired

Tag NameRequired

Untag?

Update Company

CompanyRequired

Monthly Revenue

Plan

Custom Attributes

Create/Update User

Lookup EmailRequired

Full Name

User ID

Company ID

Unsubscribed From Emails

Phone Number

Created At

IP Address

Custom Attributes

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Lead

Search ModeRequired

Search ValueRequired

Find or Create Company

Search Mode

Search Value

User Association Note

Company NameRequired

Plan

Size

Website

Industry

Custom Attributes

Monthly Revenue

Find or Create Lead

Search ModeRequired

Search ValueRequired

Lead ID

Full Name

Email

Phone Number