Email
Intercom
zapier

An automated workflow using zapier

Connects Email + Intercom

Create or update Intercom users from new emails

About this workflow template

This automation scenario allows you to connect Email and Intercom

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Email and Intercom can also be integrated using automation tools other than zapier:

Diagram

Create or update Intercom users from new emails
Workflow diagram: Email + Intercom integration

How it works?

When this trigger fires in Email

Email

New Inbound Email in Email

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

Then this action happens in Intercom

Intercom

Create/Update User in Intercom

Update a user within Intercom given their e-mail address.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create or update Intercom users from new emails.

Part I

Configure Applications

First, we need to connect Email and Intercom to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Email to Zapier.

    Connect Email to Zapier.

    Give Zapier access to your Email account, using Email credentials.

  • Connect Intercom to Zapier.

    Connect Intercom to Zapier.

    Give Zapier access to your Intercom account, using Intercom credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Email

    Set up a Trigger action for Email

    Choose the following trigger: New Inbound Email (Triggers when an email is forwarded to your own custom **zapiermail.com** address.).

  • Then set up an Action for Intercom

    Then set up an Action for Intercom

    Choose this action: Create/Update User (Update a user within Intercom given their e-mail address.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Email and Intercom.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create or update Intercom users from new emails!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new User is created.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Intercom

    Tag added to user

    Triggers when a User is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Intercom

    Lead added email

    Triggers when a Lead enters an email address.

    zapierpipedreampabbly-connectalbato
    triggerbyzapierpipedreampabbly-connectalbato
  • Intercom

    New conversation (legacy)

    Triggers when a new conversation is created by a user in Intercom.

    zapier
    triggerbyzapier
  • Intercom

    New lead

    Triggers when a new Lead is created.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Intercom

    Tag added to lead

    Triggers when a Lead is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Email

    Send me an email

    This Action will send you an HTML based email. Images and links are supported.

    ifttt
    actionbyifttt
  • Email

    Send outbound email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.

    zapier
    actionbyzapier
  • Email

    Send an email

    Sends a new email.

    integromatautomateio
    actionbyintegromatautomateio
  • Email

    Send yourself an email

    Send yourself an email

    pipedream
    actionbypipedream
  • Email

    Create a draft

    Creates and adds a new draft to a selected folder.

    integromat
    actionbyintegromat
  • Email

    Copy an email

    Copies an email or a draft into a selected folder.

    integromat
    actionbyintegromat

Apps you need

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