Intercom offers an innovative CRM application that lets business owners interact with customers. It lets you create and manage contacts, leads, tasks,and accounts and tracks status of each lead.
New Message from a User
Triggers when a new message is added by a user
Lead Added Email
Triggers when a lead email ID is added
Reply from a User
Triggers when a user replies
Reply from a Teammate
Triggers when a teammate replies
Note Added to Conversation
Triggers when a note is added to a conversation
Conversation Assigned to Teammate
Triggers when a new conversation is assigned to teammate
Triggers when a new user is created
User Email Updated
Triggers when the email ID of an existing user is updated
User Unsubscribed from Email
Triggers when an user is unsubscribed from email
Triggers when a user is tagged
Triggers when a user is untagged
Triggers when a new company is created
Get a list of users
Update a specific lead
Get a list of notes
Get a list of leads
Get list of conversations
This activity lets you list companies
This activity lets you get note
This activity lets you get count
This activity lets you delete user
This activity lets you delete contact
Create or Update User
This activity lets you create or update user
Create or Update Company
This activity lets you create or update company
This activity lets you create note
Create a new contact
Submit the specified event
Reply to Conversation as Admin
Reply to a conversation as an admin
Reply to Conversation as User
Reply to a conversation as a user
Get Conversation Details
Retrieve the details of the specific conversation
User or Lead Initiated Conversation
Initiate a conversation with a user or a lead
Admin Initiated Conversation
Initiate a conversation on behalf of an admin
Intercom action fields fetch these IDs with the help of API calls so that you can directly select them from the lookup. In order to enter these IDs manually, you need to search for the appropriate ID in your Intercom UI.
There are four types of IDs that we get in our Intercom account.
1. Intercom ID
2. User ID
3. Intercom User ID
4. Lead User ID
The first two IDs are associated with a user and last two IDs are associated with a lead.
To retrieve the user associated IDs, go to your Intercom account, and under select the All users option. Now, select a user whose ID you want to view, say Sam. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the User ID of Sam. At the same time, take a look at the URL of the account. The URL highlights the Intercom ID of the user which is a hexadecimal number as shown in the screenshot.
Follow the same procedure to retrieve the leas associated IDs, i.e. Intercom User ID and Lead User ID.
Go to the All leads option and select a lead user whose ID you want to view, say Jon. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the Lead User ID of Jon. At the same time, take a look at the URL of the account. The URL highlights the Intercom User ID of the user which is a hexadecimal number as shown in the screenshot.