An automated workflow using zapier
Connects Intercom + Spoki
Send WhatsApp messages via Spoki to newly tagged Intercom leads
About this workflow template
This automation scenario allows you to connect Intercom and Spoki
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
How it works?
When this trigger fires in Intercom
Tag Added to Lead in Intercom
Triggers when a Lead is tagged.
Then this action happens in Spoki
Start Automation in Spoki
Starts an Automation
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send WhatsApp messages via Spoki to newly tagged Intercom leads.
Part I
Configure Applications
First, we need to connect Intercom and Spoki 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 Spoki to Zapier.
Give Zapier access to your Spoki account, using Spoki 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
Choose the following trigger: Tag Added to Lead (Triggers when a Lead is tagged.).
Then set up an Action for Spoki
Choose this action: Start Automation (Starts an Automation).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and Spoki.
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 Send WhatsApp messages via Spoki to newly tagged Intercom leads!
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Triggers when a new User is created.
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Triggers when a User is tagged.
triggerbyzapierpipedreampabbly-connectLead added email
Triggers when a Lead enters an email address.
triggerbyzapierpipedreampabbly-connectalbatoNew conversation (legacy)
Triggers when a new conversation is created by a user in Intercom.
triggerbyzapierNew lead
Triggers when a new Lead is created.
triggerbyzapierautomateioalbatoTag added to lead
Triggers when a Lead is tagged.
triggerbyzapierpipedreampabbly-connect
Start automation
Starts an Automation
actionbyzapieriftttSend template
Sends a Template
actionbyzapierCreate or update contact
Creates or updates a contact in the Spoki Platform. The match of contact is by phone.
actionbyzapierifttt
Apps you need
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