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:
When this trigger fires in Raklet
Triggers when a new contact is created.
Then this action happens in Intercom
Attach or remove a tag on a specific user.
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
First, we need to connect Raklet and Intercom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Raklet to Zapier.
Give Zapier access to your Raklet account, using Raklet 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 Raklet
Choose the following trigger: New Contact (Triggers when a new contact is created.).
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.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Raklet 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 Add/remove tags on users in Intercom for new Raklet contacts!
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.
Creates a new contact.
Adds a note to the specified contact.
Adds a Tag to the Specified Contact.
Creates a new contact.
Adds a note on a contact.
Adds a tag on a contact.
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