Intercom to CRM Doc

#1

I’m looking to create a new contact entry in the Sales CRM doc every time a site visitor enters their email in an Intercom conversation. I don’t see any Intercom triggers other than converting a lead to a user.

Any suggestions?

#2

Hi @Nick_Burling, were you able to find a solution to your question? One idea I have is to set up an Automation so that anytime your doc notices an e-mail address, it would automatically trigger the CreateUser() function in Intercom.

#3

I may be wrong, but I think your proposal assumes that my Coda CRM doc is already aware of the new email address, which is what I’m trying to accomplish.

I think the answer is probably to set up a Zap that triggers on new leads in Intercom and enters their email address into the CRM Doc in Coda.

#4

Yes, my idea here is that you would scan the conversation for e-mail addresses (searching for text containing “@”) but this may result in some false positives. Your Zapier solution is also a good idea!