Intercom
Clearbit
zapier

An automated workflow using zapier

Connects Intercom + Clearbit

Update new Intercom users with social and company info from Clearbit

About this workflow template

This automation scenario allows you to connect Intercom and Clearbit

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 Clearbit can also be integrated using automation tools other than zapier:

Diagram

Update new Intercom users with social and company info from Clearbit
Workflow diagram: Intercom + Clearbit integration

How it works?

When this trigger fires in Intercom

Intercom

New User in Intercom

Triggers when a new user is created.

Then these actions happen in Intercom and Intercom

Clearbit

Find Person And/Or Company in Clearbit

Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).

Intercom

Create/Update User in Intercom

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update new Intercom users with social and company info from Clearbit.

Part I

Configure Applications

First, we need to connect Intercom and Clearbit 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 Clearbit to Zapier.

    Connect Clearbit to Zapier.

    Give Zapier access to your Clearbit account, using Clearbit 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: New User (Triggers when a new user is created.).

  • Then set up an Action for Clearbit

    Then set up an Action for Clearbit

    Choose this action: Find Person And/Or Company (Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).).

  • Then set up another Action for Intercom

    Then set up another Action for Intercom

    Choose this action: Create/Update User (Update a user within Intercom given their e-mail address.).

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 Clearbit.

  • 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 new Intercom users with social and company info from Clearbit!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new user is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Intercom

    Tag added to user

    Triggers when a User is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Intercom

    Lead added email

    Triggers when a Lead enters an email address.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Intercom

    New conversation (legacy)

    Triggers when a new conversation is created by a user in Intercom.

    zapier
    triggerbyzapier
  • Intercom

    New lead

    Triggers when a new Lead is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Intercom

    New closed conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    zapierpipedream
    triggerbyzapierpipedream
  • Clearbit

    Get a person

    Gets a person by email address.

    integromat
    actionbyintegromat
  • Clearbit

    Find person and/or company

    Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).

    zapier
    actionbyzapier
  • Clearbit

    Get a person or company

    Gets a person and a company simultaneously based on an email address.

    integromat
    actionbyintegromat
  • Clearbit

    Company name to domain

    Company name to domain

    pipedream
    actionbypipedream
  • Clearbit

    Domain lookup

    Domain lookup

    pipedream
    actionbypipedream
  • Clearbit

    Email lookup

    Email lookup

    pipedream
    actionbypipedream

Apps you need

Clearbit

Clearbit

Contacts Management

A marketing data platform to reveal and enrich data about your customers to personalize your sales activities

Zapier

Zapier

Automation Platforms

No-code automation service

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