This automation scenario allows you to connect Intercom and AdRoll
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 AdRoll can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Triggers when a new User is created.
Then this action happens in AdRoll
Adds an email address to a CRM audience
This guide contains information on how to set up an automatic workflow that allows to Add new Intercom customers to your AdRoll CRM retargeting segment.
Part I
First, we need to connect Intercom and AdRoll 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 AdRoll to Zapier.
Give Zapier access to your AdRoll account, using AdRoll 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 AdRoll
Choose this action: Add Email to CRM Audience (Adds an email address to a CRM audience).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and AdRoll.
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 Intercom customers to your AdRoll CRM retargeting segment!
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 an email address to a CRM audience
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Add an email address.
Track an email based event
Adds segments to an adgroup.
Creates a new playbook.
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