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.
Categories
Iterate and Intercom can also be integrated using automation tools other than zapier:
When this trigger fires in Iterate
Triggers for each question answered of a survey.
Then these actions happen in Intercom
Attach or remove a tag on a specific user.
Add a Tag to a specific Intercom Contact.
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
First, we need to connect Iterate and Intercom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Iterate to Zapier.
Give Zapier access to your Iterate account, using Iterate credentials.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom 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 Iterate
Choose the following trigger: Survey Question Answered (Triggers for each question answered of a survey.).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Iterate and Intercom.
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!
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.
Triggers for each question answered of a survey.
Triggers when a user finishes filling out the survey, the trigger includes all of the user's responses to the survey grouped together.
List all surveys.
Triggered as the health check.
New question answer
New survey response
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