Iterate
Intercom
zapier

An automated workflow using zapier

Connects Iterate + Intercom

Tag Intercom users for new Iterate survey responses

About this workflow template

This automation scenario allows you to connect Iterate and Intercom

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.

Iterate and Intercom can also be integrated using automation tools other than zapier:

Diagram

Tag Intercom users for new Iterate survey responses
Workflow diagram: Iterate + Intercom integration

How it works?

When this trigger fires in Iterate

Iterate

Survey Question Answered in Iterate

Triggers for each question answered of a survey.

Then these actions happen in Intercom

Intercom

Add/Remove Tag on User (Legacy) in Intercom

Attach or remove a tag on a specific user.

Intercom

Add Tag to Contact in Intercom

Add a Tag to a specific Intercom Contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Tag Intercom users for new Iterate survey responses.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Iterate to Zapier.

    Connect Iterate to Zapier.

    Give Zapier access to your Iterate account, using Iterate credentials.

  • Connect Intercom to Zapier.

    Connect Intercom to Zapier.

    Give Zapier access to your Intercom account, using Intercom 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 Iterate

    Set up a Trigger action for Iterate

    Choose the following trigger: Survey Question Answered (Triggers for each question answered of a survey.).

  • Then set up an Action for Intercom

    Then set up an Action for Intercom

    Choose this action: Add/Remove Tag on User (Legacy) (Attach or remove a tag on a specific user.).

  • Then set up another Action for Intercom

    Choose this action: Add Tag to Contact (Add a Tag to a specific Intercom Contact.).

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 Iterate and Intercom.

  • 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 Tag Intercom users for new Iterate survey responses!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new User is created.

    zapierautomateioalbato
    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.

    zapierpipedreampabbly-connectalbato
    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
  • Iterate

    Survey question answered

    Triggers for each question answered of a survey.

    zapier
    triggerbyzapier
  • Iterate

    Survey answered

    Triggers when a user finishes filling out the survey, the trigger includes all of the user's responses to the survey grouped together.

    zapier
    triggerbyzapier
  • Iterate

    List surveys

    List all surveys.

    zapier
    triggerbyzapier
  • Iterate

    My company

    Triggered as the health check.

    zapier
    triggerbyzapier
  • Iterate

    New question answer

    New question answer

    pipedream
    triggerbypipedream
  • Iterate

    New survey response

    New survey response

    pipedream
    triggerbypipedream

Apps you need

Zapier

Zapier

Automation Platforms

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