1.Detect new contact created
Integrate Intercom to watch for new contact created and to start the enrichment workflow for SMS lead routing.
Update incoming SMS leads with enriched marketing profile
Automatically monitor new Intercom contacts across Intercom and ActiveCampaign. Create and update when SMS flagged contact matches marketing profile—so you can enrich support lead attributes, update Intercom custom attributes, and remove manual follow-up paperwork without manual reporting.
How this automation enriches your support leads
When new Intercom contacts come from SMS sources, reps can miss the right marketing context at first touch. This automation filters SMS leads, finds matching marketing fields, and updates the Intercom lead with enriched attributes—so your team can respond with confidence.
Intercomor swap with your favorite app
2.Continue only for SMS contacts
Integrate Filter by Zapier to continue only when contacts are flagged as SMS from your configured channel.
Filter by Zapieror swap with your favorite app
3.Search marketing profile by phone
Integrate Webhooks by Zapier and reporting tools to call your marketing search endpoint and parse returned contact JSON.
Webhooks by Zapieror swap with your favorite app
4.Find contact and retrieve fields
Integrate ActiveCampaign and CRM enrichment tools to find contact by email and to retrieve subscription status and tags.
ActiveCampaignor swap with your favorite app
5.Update lead with marketing fields
Integrate Intercom and CRM enrichment tools to update the lead record with enriched marketing fields and custom attributes.
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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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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