This automation scenario allows you to connect Olark 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
Olark and Intercom can also be integrated using automation tools other than zapier:
When this trigger fires in Olark
Triggers once for each message when we get a transcript.
Then this action happens in Intercom
Update a user within Intercom given their e-mail address.
This guide contains information on how to set up an automatic workflow that allows to Create or update Intercom users for new Olark messages.
Part I
First, we need to connect Olark and Intercom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Olark to Zapier.
Give Zapier access to your Olark account, using Olark 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 Olark
Choose the following trigger: New Message (Triggers once for each message when we get a transcript.).
Then set up an Action for Intercom
Choose this action: Create/Update User (Update a user within Intercom given their e-mail address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Olark 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 Create or update Intercom users for new Olark messages!
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 once when we get a new transcript.
Triggers once for each message when we get a transcript.
Setup a webhook in Olark - see https://www.olark.com/help/webhooks
Transcript is received
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