This automation scenario allows you to connect Intercom and HubSpot
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 HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Triggers when a new conversation is created by a user in Intercom.
Then this action happens in HubSpot
Creates a new contact or updates an existing contact based on email address.
This guide contains information on how to set up an automatic workflow that allows to Add contacts to HubSpot from new conversations in Intercom.
Part I
First, we need to connect Intercom and HubSpot 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 HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot 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 Conversation (Legacy) (Triggers when a new conversation is created by a user in Intercom.).
Then set up an Action for HubSpot
Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on 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 HubSpot.
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 contacts to HubSpot from new conversations in Intercom!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Update a user within Intercom given their e-mail address.
Send a Message from a Contact into Intercom to create a new Conversation. Note: you must have a valid plan on Intercom to access this action.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Attach or remove a tag on a specific user.
Tags a user with an event that occurred.
Creates a new user in your Intercom app.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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