Raklet
Intercom
zapier

An automated workflow using zapier

Connects Raklet + Intercom

Add/remove tags on users in Intercom for new Raklet contacts

About this workflow template

This automation scenario allows you to connect Raklet and Intercom

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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

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

Diagram

Add/remove tags on users in Intercom for new Raklet contacts
Workflow diagram: Raklet + Intercom integration

How it works?

When this trigger fires in Raklet

Raklet

New Contact in Raklet

Triggers when a new contact is created.

Then this action happens in Intercom

Intercom

Add/Remove Tag on User in Intercom

Attach or remove a tag on a specific user.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add/remove tags on users in Intercom for new Raklet contacts.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Raklet to Zapier.

    Connect Raklet to Zapier.

    Give Zapier access to your Raklet account, using Raklet 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 Raklet

    Set up a Trigger action for Raklet

    Choose the following trigger: New Contact (Triggers when a new contact is created.).

  • Then set up an Action for Intercom

    Then set up an Action for Intercom

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

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 Raklet 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 Add/remove tags on users in Intercom for new Raklet contacts!

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
  • Raklet

    Create contact

    Creates a new contact.

    zapier
    actionbyzapier
  • Raklet

    Add note to contact

    Adds a note to the specified contact.

    zapier
    actionbyzapier
  • Raklet

    Add tag to contact

    Adds a Tag to the Specified Contact.

    zapier
    actionbyzapier
  • Raklet

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat
  • Raklet

    Add a note on a contact

    Adds a note on a contact.

    integromat
    actionbyintegromat
  • Raklet

    Add a tag on a contact

    Adds a tag on a contact.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

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