Intercom + Wealthbox CRM

Add new Wealthbox CRM contacts and create Intercom users instantly

Easily streamline your customer relationship management by connecting Wealthbox CRM and Intercom. With this workflow, every time a new contact is added in Wealthbox CRM, a user will be created in Intercom, helping you manage and engage your clients more efficiently. Improve your customer support and relationship building with minimal effort through this seamless integration.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Create UserCreates a new user in your Intercom app.
ActionWrite

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More things you can do with Wealthbox CRM and Intercom

Discover other triggers and actions you can use with Wealthbox CRM and Intercom

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
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Instant
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New Note
Triggers when a new note is created.
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Instant
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New Project
Triggers when a new project is created.
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Instant
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New Task
Triggers when a new task is created.
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Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
Lead Converted to User
Triggers when a lead converts to a user.
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Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
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New Conversation Rating
Triggers when a conversation receives a rating.
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Instant
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- Message body format
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Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
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Instant
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New User
Triggers when a new User is created.
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Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
- Assigned Team
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

New Contact
Triggers when a new contact is created.
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Instant
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New Event
Triggers when a new event is created.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
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Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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Instant
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New Workflow
Triggers when a new workflow is created.
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Instant
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Lead Added Email
Triggers when a Lead enters an email address.
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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 AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
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Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
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Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
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Instant
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- Which Tag?
Trigger
Instant
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- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
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 moreLearn moreHelpHelp

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Add or remove tags on Intercom users when new contacts are created in Wealthbox CRM

Related Zap Templates

Add or remove tags on Intercom users when new contacts are created in Wealthbox CRM