YesInsights + Intercom Integrations

How to connect YesInsights + Intercom

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Supported triggers and actions

What does this mean?

New Response
Triggers when any new response comes in.
Trigger
Instant
New Comment
Triggers when any comment is added after the survey.
Trigger
Instant
New Selected Response
Triggers when a respondent selects a certain response.
Trigger
Instant
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

Intercom
Triggers when a new conversation is created by a user in Intercom.
Instant
Trigger
Intercom
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).
Instant
Trigger
Intercom
Triggers when a new Company is created.
Instant
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

How YesInsights + Intercom Integrations Work

Step 1: Authenticate YesInsights and Intercom.
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 YesInsights + Intercom

About YesInsights

YesInsights allows you to create one-click surveys for your team or clients, giving you actionable feedback to move your business forward.

Related categories

Forms & Surveys

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.