Hi there, I’m Daniel from Cyclr, and today I’d like to show you how to use Intercom to send user data into your CRM.
In this case, we’re gonna be using Pipedrive, what we do first is we look in the sidebar, where we have our install connectors. If we scroll down here, we have already got few installed, and already got Intercom here.
We’re going to be using our webhooks, in this case, we’re going to be doing it based on a user being tagged in Intercom.
What we do is we take this method and drag it onto the builder. This is going to be our starting point that triggers the entire process, we’re then going to be wanting to create a user in Pipedrive based on that.
We scroll down, we’ve also got the Pipedrive connector installed, and further down here, one of the methods is people. We are going to be adding a person to drag that on to the pane as well.
There’s a couple of things we’re going to want to do before we get from this step to this. First of all, we’re gonna need the rest of the user data from Intercom.
What we do is we go back up here in the sidebar, and we use this ‘get user by email’ function here. We’ will be dragging that on just down here and connecting that with the user tag Webhook. This is greyed out because he just needs to send the data from A to B.
By clicking on the column here, you can map it, so the source is going to be from the user tagged, and field is going to be email. That is all set up.
The way this actually works is whenever any tag is added to a user that fires this cycle, so what we’re going to do is we’re going to want to filter that we only want certain tags to send data into Pipedrive.
We’re going to use our logic step here at the top, which is the decision step. By dragging one of these on here, this will give you a basically a true or false setting, depending on the parameters you set up. Let’s connect that up here.
I will show you once again, click on the cog for settings, and the source is going to be based on the user tag. Rather than the ID, we’re going to hard code in based on the actual tag name, condition wise, because it’s the text value, we’re going be setting here, we’re gonna make sure it’s equal to this. We’re actually going to type it so we get the type of value and what we want is, whenever users tag with CRM, in this case, it will pass the data through the true line.
We close that, and because that’s going through the true line, can we send the green to Pipedrive here.
This is greyed out because it needs setting up still. So again, we click on the cog, and we map the fields. The name, we can be doing that from ‘get user by email’, and that’s the first field available. We then only going to concentrate on the email and the phone number. We close that, it will then go into full colour.
As long as you have your applications authenticated and set up, you will see in the top corner that will turn into run. Once you’ve click that, this connector here will automatically create the Webhook in your Intercom. You don’t need to manually do that.
It will all be set up ready and waiting for any of your users in Intercom going to be tagged CRM, then you will find them added into your Pipedrive system.
This is very flexible so feel free to play around with it, with the decision step so you want alternative options, or even using our other Webhooks. If you wanted to be triggering an automatic event, it’s all very doable when it leads added.