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.
Categories
Intercom and Gravity Forms can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Update a user within Intercom given their e-mail address.
Then this action happens in Gravity Forms
Triggers when the specified form is submitted.
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
First, we need to connect Intercom and Gravity Forms to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom credentials.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms 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 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
Choose this action: Form Submission (Triggers when the specified form is submitted.).
Part III
Finally, we need to test this automation and publish it.
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 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!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
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.
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