Intercom
Gravity Forms
zapier

An automated workflow using zapier

Connects Intercom + Gravity Forms

Update or add new Intercom users from new Gravity Forms submissions

About this workflow template

This automation scenario allows you to connect Intercom and Gravity Forms

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

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

Diagram

Update or add new Intercom users from new Gravity Forms submissions
Workflow diagram: Intercom + Gravity Forms integration

How it works?

When this trigger fires in Intercom

Intercom

Create/Update User in Intercom

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

Then this action happens in Gravity Forms

Gravity Forms

Form Submission in Gravity Forms

Triggers when the specified form is submitted.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update or add new Intercom users from new Gravity Forms submissions.

Part I

Configure Applications

First, we need to connect Intercom and Gravity Forms to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Intercom to Zapier.

    Connect Intercom to Zapier.

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

  • Connect Gravity Forms to Zapier.

    Connect Gravity Forms to Zapier.

    Give Zapier access to your Gravity Forms account, using Gravity Forms 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 Intercom

    Set up a Trigger action for Intercom

    Choose the following trigger: Create/Update User (Update a user within Intercom given their e-mail address.).

  • Then set up an Action for Gravity Forms

    Then set up an Action for Gravity Forms

    Choose this action: Form Submission (Triggers when the specified form is submitted.).

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 Intercom and Gravity Forms.

  • 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 Update or add new Intercom users from new Gravity Forms submissions!

Related Automation Templates

Supported triggers and actions

  • Gravity Forms

    Form submission

    Triggers when the specified form is submitted.

    zapier
    triggerbyzapier
  • Gravity Forms

    Watch entries

    Triggers when a new entry is submitted in a form.

    integromat
    triggerbyintegromat
  • Gravity Forms

    New form submission

    Triggers when a Form is submitted

    automateio
    triggerbyautomateio
  • Gravity Forms

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • Gravity Forms

    Get forms

    Triggers when a new Form is created.

    zapier
    triggerbyzapier
  • Gravity Forms

    New response

    Trigger on new response.

    pabbly-connect
    triggerbypabbly-connect
  • 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

Gravity Forms

Gravity Forms

Form Builders

An Effortless WordPress Form Creator

Gravity Forms is a premier WordPress plugin that simplifies the creation of powerful and beautifully designed forms. Automate data flow between Gravity Forms and your favorite apps using Integromat, eliminating the need for manual data entry. Easily build and manage web forms with this secure and reliable solution.

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.