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How to connect Instantly and Intercom
Create a New Scenario to Connect Instantly and Intercom
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Intercom will be your first step. To do this, click "Choose an app," find Instantly or Intercom, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Intercom Node
Next, click the plus (+) icon on the Instantly node, select Intercom from the list of available apps, and choose the action you need from the list of nodes within Intercom.
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Authenticate Intercom
Now, click the Intercom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Intercom settings. Authentication allows you to use Intercom through Latenode.
Configure the Instantly and Intercom Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Intercom Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Intercom
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Intercom, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Intercom integration works as expected. Depending on your setup, data should flow between Instantly and Intercom (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Intercom
Instantly + Intercom + Slack: When a new lead is created in Instantly, a corresponding contact is created in Intercom. The sales team is then notified in Slack about the new Intercom contact.
Intercom + Instantly + Google Sheets: When a new conversation is started in Intercom, the details are logged to a Google Sheet, and the corresponding lead's status is updated in Instantly.
Instantly and Intercom integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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FAQ Instantly and Intercom
How can I connect my Instantly account to Intercom using Latenode?
To connect your Instantly account to Intercom on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Intercom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Intercom when new leads appear in Instantly?
Yes, you can! Latenode's flexible workflows let you sync Instantly leads to Intercom, creating personalized customer experiences and targeted messaging. Leverage AI for dynamic content!
What types of tasks can I perform by integrating Instantly with Intercom?
Integrating Instantly with Intercom allows you to perform various tasks, including:
- Create new Intercom leads from qualified Instantly prospects.
- Send personalized Intercom messages based on Instantly campaign activity.
- Update Intercom user attributes with Instantly engagement data.
- Trigger Instantly follow-up sequences from Intercom conversations.
- Automatically tag Intercom users based on Instantly campaign results.
How do I handle errors when syncing Instantly and Intercom data?
Latenode's error handling allows you to log, retry, or route errors, ensuring reliable Instantly and Intercom data synchronization even with failures.
Are there any limitations to the Instantly and Intercom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Instantly and Intercom APIs may affect performance.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration requires manual configuration.
