Docy Child

How to set up Intercom integration?

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Prerequisite

You need a Zapier account first. If you don’t have an account, click here to create a Zapier account.

When you’re ready, let’s get started.

Instructions

Step 1. Log in to your Zapier account. And then click Make a Zap! button.

Step 2. Let’s search and select Intercom as our trigger app. Next, check New Lead as our trigger action. Then click the Save + Continue button.

Step 3. Let’s link your Intercom account.

Select Choose Account. Click Connect an Account button. Enter your Work email and Password. Then click the Sign in button. Then click the Save + Continue button.

Step 4. Let’s finish up our trigger app setup.

Go back to your Zapier setup page. Then click the Fetch & Continue button. Lastly click the Continue button.

Step 5. Ok, let’s set up our Action app.

Let’s search and choose Cellcast. Next select Create Contact as our action. Then click the Save + Continue button.

Step 6. Next, let’s add your Cellcast account.

Click Connect an Account button. There should be a popup saying to add or allow your Zapier and Cellcast account to be linked together. Type in your Cellcast username and API key.

Click the Test button to check if it was successful. Then click the Save + Continue button.

Step 7. Let’s set up our Create Contact template.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Intercom contacts etc…). Set NameEmailPhoneetc… to their corresponding fields from Intercom. Then click the Continue button.

Step 8. Let’s finish up everything.

Click the Create & Continue button. Then the Finish button. Lastly, name your Zap, and turn it ON.

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