1.Monitors new user created
Integrate Intercom and engagement inbox tools to detect new user creation events and trigger the profile enrichment workflow.
Update new user profile with marketing contact details
Automatically monitor new user created events across Intercom, HubSpot, Formatter by Zapier, and Code by Zapier. Create and update when contact lookup finds a match, goal text is normalized, or feature flags are detectedβso you can update in-product attributes, set onboarding routing, and eliminate manual onboarding context switching.
How this automation updates your onboarding profiles
When a new user is created in Intercom, support and onboarding can lack the marketing context they need. This automation looks up marketing contact details, normalizes and transforms attributes, and updates the in-product user profileβso your team can route onboarding faster.
Intercomor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and contact enrichment tools to retrieve marketing contact properties and feature flags by email.
HubSpotor swap with your favorite app
3.Normalizes goal text fields
Integrate Formatter by Zapier and text normalization tools to lowercase and trim retrieved goal and challenge fields.
Formatter by Zapieror swap with your favorite app
4.Transforms and detects feature flags
Integrate Code by Zapier and transformation logic tools to normalize goal phrasing and emit boolean feature flags.
Code by Zapieror swap with your favorite app
5.Updates user profile attributes
Integrate Intercom and onboarding routing tools to update user profile custom attributes and set onboarding based on detected flags.
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Explore all account setup & configuration automations
Accelerate account readiness with automated provisioning, access assignment, and configuration updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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