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:
When this trigger fires in Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Then these actions happen in Intercom
Attach or remove a tag on a specific user.
Add a Tag to a specific Intercom Contact.
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
First, we need to connect Google Sheets and Intercom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom credentials.
Part II
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
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
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
Finally, we need to test this automation and publish it.
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 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!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Update a user within Intercom given their e-mail address.
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.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Attach or remove a tag on a specific user.
Tags a user with an event that occurred.
Creates a new user in your Intercom app.
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.
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