Woodpecker.co
Intercom
zapier

An automated workflow using zapier

Connects Woodpecker.co + Intercom

Add/remove Intercom tags when Woodpecker.co prospects are marked "maybe later"

About this workflow template

This automation scenario allows you to connect Woodpecker.co 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

Woodpecker.co and Intercom can also be integrated using automation tools other than zapier:

Diagram

Add/remove Intercom tags when Woodpecker.co prospects are marked "maybe later"
Workflow diagram: Woodpecker.co + Intercom integration

How it works?

When this trigger fires in Woodpecker.co

Woodpecker.co

Prospect Maybe Later in Woodpecker.co

Triggers when a prospect's interest level is marked as MAYBE LATER.

Then these actions happen in Intercom

Intercom

Add/Remove Tag on Lead (Legacy) in Intercom

Attach or remove a tag on a specific lead.

Intercom

Add Tag to Contact in Intercom

Add a Tag to a specific Intercom Contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add/remove Intercom tags when Woodpecker.co prospects are marked "maybe later".

Part I

Configure Applications

First, we need to connect Woodpecker.co and Intercom to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Woodpecker.co to Zapier.

    Connect Woodpecker.co to Zapier.

    Give Zapier access to your Woodpecker.co account, using Woodpecker.co 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 Woodpecker.co

    Set up a Trigger action for Woodpecker.co

    Choose the following trigger: Prospect Maybe Later (Triggers when a prospect's interest level is marked as MAYBE LATER.).

  • Then set up an Action for Intercom

    Then set up an Action for Intercom

    Choose this action: Add/Remove Tag on Lead (Legacy) (Attach or remove a tag on a specific lead.).

  • Then set up another Action for Intercom

    Choose this action: Add Tag to Contact (Add a Tag to a specific Intercom Contact.).

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 Woodpecker.co 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 Intercom tags when Woodpecker.co prospects are marked "maybe later"!

Supported triggers and actions

  • Intercom

    New user

    Triggers when a new User is created.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • 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-connectalbato
    triggerbyzapierpipedreampabbly-connectalbato
  • 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.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Intercom

    Tag added to lead

    Triggers when a Lead is tagged.

    zapierpipedreampabbly-connect
    triggerbyzapierpipedreampabbly-connect
  • Woodpecker.co

    Create/update prospect

    Adds a new prospect or Updates existing prospect in the list of Prospects.

    zapier
    actionbyzapier
  • Woodpecker.co

    Create/update prospect in campaign

    Adds a new prospect or updates existing prospect's data in a campaign of choice.

    zapier
    actionbyzapier
  • Woodpecker.co

    Stop follow-ups

    Stop follow-ups planned for this prospect.

    zapier
    actionbyzapier
  • Woodpecker.co

    Create a prospect

    Creates an array of new prospects.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect
  • Woodpecker.co

    Add prospects to a campaign

    Adds prospects to the selected campaign.

    integromat
    actionbyintegromat
  • Woodpecker.co

    Find prospect's email

    Finds prospect by email address.

    zapier
    actionbyzapier

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