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.
Woodpecker.co and Intercom can also be integrated using automation tools other than zapier:
When this trigger fires in Woodpecker.co
Triggers when a prospect's interest level is marked as MAYBE LATER.
Then these actions happen in Intercom
Attach or remove a tag on a specific lead.
Add a Tag to a specific Intercom Contact.
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
First, we need to connect Woodpecker.co and Intercom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Woodpecker.co to Zapier.
Give Zapier access to your Woodpecker.co account, using Woodpecker.co 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 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
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
Finally, we need to test this automation and publish it.
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 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"!
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.
Adds a new prospect or Updates existing prospect in the list of Prospects.
Adds a new prospect or updates existing prospect's data in a campaign of choice.
Stop follow-ups planned for this prospect.
Creates an array of new prospects.
Adds prospects to the selected campaign.
Finds prospect by email address.
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