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.
Woodpecker.co and Intercom can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Woodpecker.co
Prospect Maybe Later in Woodpecker.co
Triggers when you mark a prospect who replied as MAYBE LATER.
Then this action happens in Intercom
Add/Remove Tag on Lead in Intercom
Attach or remove a tag on a specific lead.
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 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
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
Choose the following trigger: Prospect Maybe Later (Triggers when you mark a prospect who replied as MAYBE LATER.).
Then set up an Action for Intercom
Choose this action: Add/Remove Tag on Lead (Attach or remove a tag on a specific lead.).
Part III
Test and Publish
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"!
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