How to get started with Intercom on Zapier
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Table of Contents
Intercom and Zapier connect to automate customer support. You can trigger actions when new conversations start and create or update users and leads.
Prerequisites
To use the Intercom app on Zapier, you must have:
- An active Intercom account (any plan - Essential, Advanced, or Expert).
Connect Intercom to Zapier
To create an app connection to Intercom on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Intercom.
- Click Add connection.
- A new browser tab or window will open.
- Log into Intercom to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Intercom account is now successfully connected to Zapier.
About Intercom's app
Triggers, searches, and actions
Triggers
- Lead Added Email (Instant) - Triggers when a Lead enters an email address.
- New Lead (Instant) - Triggers when a new Lead is created.
- Tag Added to Lead (Instant) - Triggers when a Lead is tagged.
- New AI Summary (Instant) - Triggers when an AI-generated summary is created for a conversation in Intercom.
- New Company (Instant) - Triggers when a new Company is created.
- New Ticket (Instant) - Triggers when a new Ticket is created in Intercom.
- Tag Added to Conversation (Instant) - Triggers when a Tag is added to a Conversation in Intercom.
- Updated Contact (Instant) - Triggers when a Contact is updated in Intercom.
- Tag Added to User (Instant) - Triggers when a User is tagged.
- Lead Converted to User (Instant) - Triggers when a lead converts to a user.
- Contact Replied (Instant) - Triggers when a Contact replies to a Conversation in Intercom.
- New Conversation Rating (Instant) - Triggers when a conversation receives a rating.
- New Closed Conversation (Instant) - Triggers when you close a Conversation.
- New Conversation (Instant) - Triggers when a new Conversation is created by a User in Intercom.
- New User (Instant) - Triggers when a new User is created.
- Updated Company (Instant) - Triggers when a company is updated.
- Updated Ticket (Instant) - Triggers when a Ticket is updated in Intercom.
- New Unsubscription (Instant) - Triggers when a user unsubscribes from Intercom.io emails.
Searches
- Find Conversation - Search for conversations using various criteria.
- Find Ticket - Search for tickets using various criteria.
- Retrieve a Conversation - Retrieves a specific conversation by ID, including conversation parts.
- Find or Create Lead - Find or Create Lead
- Find Company - Finds an existing company in your Intercom account.
- Find Lead - Finds an existing Lead.
- Find User - Finds an existing user.
- Find or Create Company - Looks up an existing company in your Intercom account.
Actions
- Add Note - Add a note to a user.
- Create Article - Creates a new article in your Help Center.
- Create Data Event - Submit a Data Event to your Intercom account.
- Create Ticket - Create a Ticket
- Reply to Conversation - Adds a reply or note to an existing Conversation.
- Send Message to Contact - Sends a message to a contact.
- Create/Update Lead - Create or update an Intercom lead. If an ID is provided, the lead will be updated.
- Create/Update User - Update a user within Intercom given their e-mail address.
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Add Tag to Contact - Add a Tag to a specific Intercom Contact.
- Create Conversation - Creates a new conversation from a contact.
- Create or Update Company - Creates or Updates a Company in Intercom.
- Remove Tag From Contact - Remove a Tag from a specific Intercom Contact.
- Send Incoming Message - Send a Message from a Contact into Intercom to create a new Conversation. Note: you must have a valid plan on Intercom to access this action.
- Add/Remove Tag on Company - Attach or remove a tag from a specific company.
- Update Ticket - Updates an existing ticket in Intercom.
- Create User - Creates a new user in your Intercom app.
Limitations
- The "Reply and close" button will not trigger the New Closed Conversation trigger. You must reply and then close the conversation separately for the trigger to work.
Templates
View all of Intercom's templates.
Use cases
- 7 ways to automate Intercom with Zapier
- Send a Slack message automatically when Intercom users are tagged
Additional Intercom resources