How to set up Intercom
To connect Intercom, you’ll need an access token from your Intercom account.Connection details
Once the connector is created, you can:
- Use Intercom in workflows — Choose Intercom from the node catalog within a Play, Tool, or Agent.
Intercom actions
Create Contact
Create a new contact in Intercom. Use cases- Lead capture – Create contacts from inbound leads, form submissions, or enrichment workflows
- Customer onboarding – Add new customers to Intercom for proactive support
- Data sync – Keep Intercom contacts in sync with other systems
Upsert Contact
Create a new contact or update an existing one based on a matching field. Use cases- Avoid duplicates – Ensure contacts aren’t duplicated when syncing data
- Data enrichment – Update existing contacts with new information
- Idempotent operations – Safely retry operations without creating duplicates
When upserting, Intercom will first search for an existing contact matching
your criteria. If found, it updates the contact; otherwise, it creates a new
one.
Update Contact
Update an existing contact in Intercom. Use cases- Data enrichment – Update contact information with enriched data
- Lifecycle updates – Update contact attributes based on user actions
- Sync changes – Push updates from your CRM or other systems to Intercom
Delete Contact
Delete a contact from Intercom. Use cases- GDPR compliance – Remove contacts upon data deletion requests
- Data cleanup – Remove invalid or outdated contacts
- Lifecycle management – Remove contacts that no longer meet criteria
Best practices
Contact matching
When updating or deleting contacts, choose your matching field carefully:- Email – Best for most use cases; matches contacts by email address
- External ID – Use when you have a consistent external identifier from your systems
- Intercom ID – Use when you’ve previously retrieved the contact and stored its Intercom ID