Connect Intercom with Zapier

You connect Scratcher to Intercom through Zapier. A Zap takes every new lead from your Scratcher campaign and creates or updates a contact in Intercom, so your support and sales teams can see who took part.

What you need

• A Zapier account. A Zap with a tag or filter step needs a paid Zapier plan.
• An Intercom teammate login with permission to manage contacts (people), and permission to install apps in the workspace. Admins have both.
• A Scratcher plan with integrations, and a campaign with at least one lead to test with.

Step 1: Connect Scratcher to Zapier

If you haven't done it yet, follow Connect 8,000+ apps with Zapier: in Scratcher go to Settings > Integrations > Zapier and click Set up on Zapier.

Step 2: Set up the trigger

1. In Zapier, click Create and choose Zaps.
2. As the trigger, choose Scratcher and the trigger for new leads.
3. Connect your Scratcher account, choose the campaign and click Test trigger.

Step 3: Add the Intercom action

1. Add the action step and choose Intercom.
2. As the action event, choose the one that creates or updates a contact (user or lead).
3. Connect your account: log in to Intercom, choose the workspace and click to authorize Zapier.
4. Choose the role: Lead for people who aren't customers yet, or User for people who have an account with you.

Step 4: Map the fields

• Email: the lead's email. Intercom uses it to find an existing contact.
• Name: first and last name.
• Phone: the phone number with + and country code.
• Custom attributes: for example the campaign name or a quiz answer. Create the attributes in Intercom first (under the data settings for people).
• Unsubscribed from emails: set it to true for people who didn't give marketing consent, if you don't filter them out.

Step 5: Tag contacts (optional)

Add one more action step with Intercom's action for tagging a contact. Use the contact from the step before and a tag such as "Scratcher summer game". Tags make it easy to find the contacts or start a series in Intercom.

Step 6: Test and publish

1. Click Test step, and check the contact in Intercom. Delete it afterwards.
2. Click Publish to turn the Zap on.

Only send people who said yes

Add a Filter by Zapier step after the trigger, choose your marketing permission from Scratcher and set it to "(Boolean) Is true". See Consent and permissions.

Troubleshooting

• Look at the Zap history in Zapier for each run and Intercom's error message.
• "Forbidden" or missing permissions: the Intercom teammate who connected Zapier can't manage contacts. Reconnect with an admin.
• Duplicates: a lead and a user with the same email can both exist in Intercom. Choose one role for all contacts from Scratcher.