Google Sheets
Intercom
zapier

An automated workflow using zapier

Connects Google Sheets + Intercom

Tag specific new users in Intercom from new rows in Google Sheets

About this workflow template

This automation scenario allows you to connect Google Sheets 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

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

Diagram

Tag specific new users in Intercom from new rows in Google Sheets
Workflow diagram: Google Sheets + Intercom integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New or Updated Spreadsheet Row in Google Sheets

Triggered when a new row is added or modified in a spreadsheet.

Then these actions happen in Intercom

Intercom

Add/Remove Tag on User (Legacy) in Intercom

Attach or remove a tag on a specific user.

Intercom

Add Tag to Contact in Intercom

Add a Tag to a specific Intercom Contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Tag specific new users in Intercom from new rows in Google Sheets.

Part I

Configure Applications

First, we need to connect Google Sheets and Intercom to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets 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 Google Sheets

    Set up a Trigger action for Google Sheets

    Choose the following trigger: New or Updated Spreadsheet Row (Triggered when a new row is added or modified in a spreadsheet.).

  • Then set up an Action for Intercom

    Then set up an Action for Intercom

    Choose this action: Add/Remove Tag on User (Legacy) (Attach or remove a tag on a specific user.).

  • Then set up another Action for Intercom

    Choose this action: Add Tag to Contact (Add a Tag to a specific Intercom Contact.).

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 Google Sheets 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 Tag specific new users in Intercom from new rows in Google Sheets!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Intercom

    Create/update user

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

    zapier
    actionbyzapier
  • Intercom

    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.

    zapierpipedream
    actionbyzapierpipedream
  • Intercom

    Create/update lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    zapier
    actionbyzapier
  • Intercom

    Add/remove tag on user (legacy)

    Attach or remove a tag on a specific user.

    zapier
    actionbyzapier
  • Intercom

    Add event (legacy)

    Tags a user with an event that occurred.

    zapier
    actionbyzapier
  • Intercom

    Create user

    Creates a new user in your Intercom app.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.