Intercom
AdRoll
zapier

An automated workflow using zapier

Connects Intercom + AdRoll

Add new Intercom customers to your AdRoll CRM retargeting segment

About this workflow template

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:

Diagram

Add new Intercom customers to your AdRoll CRM retargeting segment
Workflow diagram: Intercom + AdRoll integration

How it works?

When this trigger fires in Intercom

Intercom

New User in Intercom

Triggers when a new User is created.

Then this action happens in AdRoll

AdRoll

Add Email to CRM Audience in AdRoll

Adds an email address to a CRM audience

How to set up this workflow

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

Configure Applications

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

    Connect AdRoll to Zapier.

    Give Zapier access to your AdRoll account, using AdRoll 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 AdRoll

    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

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 AdRoll.

  • 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 Add new Intercom customers to your AdRoll CRM retargeting segment!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new User is created.

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    triggerbyzapierautomateioalbato
  • 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.

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    triggerbyzapierpipedreampabbly-connectalbato
  • 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.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Intercom

    Tag added to lead

    Triggers when a Lead is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • AdRoll

    Add email to crm audience

    Adds an email address to a CRM audience

    zapierintegrately
    actionbyzapierintegrately
  • AdRoll

    Refresh my token

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    zapier
    actionbyzapier
  • AdRoll

    Subscriber email

    Add an email address.

    zapier
    actionbyzapier
  • AdRoll

    Track event

    Track an email based event

    zapier
    actionbyzapier
  • AdRoll

    Add segments to an adgroup

    Adds segments to an adgroup.

    integromat
    actionbyintegromat
  • AdRoll

    Create a playbook

    Creates a new playbook.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

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