Olark
Intercom
zapier

An automated workflow using zapier

Connects Olark + Intercom

Create or update Intercom users for new Olark messages

About this workflow template

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.

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

Diagram

Create or update Intercom users for new Olark messages
Workflow diagram: Olark + Intercom integration

How it works?

When this trigger fires in Olark

Olark

New Message in Olark

Triggers once for each message when we get a transcript.

Then this action happens in Intercom

Intercom

Create/Update User in Intercom

Update a user within Intercom given their e-mail address.

How to set up this workflow

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

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Olark to Zapier.

    Connect Olark to Zapier.

    Give Zapier access to your Olark account, using Olark 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 Olark

    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

    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

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 Olark 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 Create or update Intercom users for new Olark messages!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new user is created.

    zapierautomateio
    triggerbyzapierautomateio
  • 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-connect
    triggerbyzapierpipedreampabbly-connect
  • 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.

    zapierautomateio
    triggerbyzapierautomateio
  • Intercom

    New closed conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    zapierpipedream
    triggerbyzapierpipedream
  • Olark

    New transcript

    Triggers once when we get a new transcript.

    zapier
    triggerbyzapier
  • Olark

    New message

    Triggers once for each message when we get a transcript.

    zapier
    triggerbyzapier
  • Olark

    Universal webhook

    Setup a webhook in Olark - see https://www.olark.com/help/webhooks

    integromat
    triggerbyintegromat
  • Olark

    Transcript is received

    Transcript is received

    integrately
    triggerbyintegrately

Apps you need

Zapier

Zapier

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