This automation scenario allows you to connect Intercom and AskNicely
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
Intercom and AskNicely can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Triggers when a lead converts to a user.
Then this action happens in AskNicely
Add a new survey participant.
This guide contains information on how to set up an automatic workflow that allows to Send AskNicely NPS surveys to new customers in Intercom.
Part I
First, we need to connect Intercom and AskNicely 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 AskNicely to Zapier.
Give Zapier access to your AskNicely account, using AskNicely 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: Lead Converted to User (Triggers when a lead converts to a user.).
Then set up an Action for AskNicely
Choose this action: Add Survey Participant (Add a new survey participant.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and AskNicely.
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 AskNicely NPS surveys to new customers in Intercom!
Triggers when a new User is created.
Triggers when a User is tagged.
Triggers when a Lead enters an email address.
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a Lead is tagged.
Add a new survey participant.
Add a person to AskNicely.
Add contact
Get contact
Get responses
Send survey
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