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.
Categories
Intercom and Clearbit can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Triggers when a new User is created.
Then these actions happen in Intercom and Intercom
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
Update a user within Intercom given their e-mail address.
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
First, we need to connect Intercom and Clearbit 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 Clearbit to Zapier.
Give Zapier access to your Clearbit account, using Clearbit 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: New User (Triggers when a new User is created.).
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
Choose this action: Create/Update User (Update a user within Intercom given their e-mail address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and Clearbit.
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!
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.
Gets a person by email address.
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
Gets a person and a company simultaneously based on an email address.
Company name to domain
Domain lookup
Email lookup
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