This automation scenario allows you to connect Intercom and ChartMogul
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 ChartMogul can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Triggers when a User is tagged.
Then these actions happen in ChartMogul
Adds a tag to the customers in ChartMogul that have the given email address.
Adds tags to the customer in ChartMogul that have the given email address
This guide contains information on how to set up an automatic workflow that allows to Add new user tags in Intercom to ChartMogul customers.
Part I
First, we need to connect Intercom and ChartMogul 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 ChartMogul to Zapier.
Give Zapier access to your ChartMogul account, using ChartMogul 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: Tag Added to User (Triggers when a User is tagged.).
Then set up an Action for ChartMogul
Choose this action: Add Tag to Customer (Adds a tag to the customers in ChartMogul that have the given email address.).
Then set up another Action for ChartMogul
Choose this action: Add Tags to a Customer via Email (Adds tags to the customer in ChartMogul that have the given email 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 ChartMogul.
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 Add new user tags in Intercom to ChartMogul customers!
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.
Adds a custom attribute to the customers in ChartMogul that have the given email address.
Updates certain modifiable attributes of a customer object in your ChartMogul account.
Adds a tag to the customers in ChartMogul that have the given email address.
Creates a customer object in ChartMogul under the specified data source.
Creates invoices for a given API customer.
Adds custom attributes to the customer in ChartMogul that have the given email address
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.