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How to connect Intercom and Fillout
Create a New Scenario to Connect Intercom and Fillout
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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or Fillout will be your first step. To do this, click "Choose an app," find Intercom or Fillout, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
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Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Fillout Node
Next, click the plus (+) icon on the Intercom node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
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Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the Intercom and Fillout 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 Intercom and Fillout 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Intercom, Fillout, 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 Intercom and Fillout integration works as expected. Depending on your setup, data should flow between Intercom and Fillout (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Intercom and Fillout
Fillout + Intercom + Slack: When a new submission is received in Fillout, a new contact is created in Intercom. Subsequently, a message is sent to a designated Slack channel to notify the sales team about the new contact.
Fillout + Intercom + Google Sheets: Capture new responses from Fillout forms. The contact details in Intercom are updated based on the submission. Each submission is logged in a Google Sheet for record-keeping and analysis.
Intercom and Fillout integration alternatives
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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About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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FAQ Intercom and Fillout
How can I connect my Intercom account to Fillout using Latenode?
To connect your Intercom account to Fillout on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Intercom and click on "Connect".
- Authenticate your Intercom and Fillout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I qualify new Intercom leads via Fillout form responses?
Yes, you can! Latenode's flexible logic lets you automatically update Intercom lead properties based on Fillout submissions, ensuring your team prioritizes high-potential customers.
What types of tasks can I perform by integrating Intercom with Fillout?
Integrating Intercom with Fillout allows you to perform various tasks, including:
- Automatically creating Intercom leads from new Fillout form submissions.
- Updating Intercom user data based on Fillout survey responses.
- Triggering Intercom conversations when specific Fillout criteria are met.
- Sending personalized Intercom messages based on Fillout form data.
- Creating internal notifications when urgent Fillout responses are received.
What Intercom data can I access and use within Latenode workflows?
You can access user data, conversation history, and company information. Use Latenode's data mapping tools to tailor workflows precisely.
Are there any limitations to the Intercom and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding blocks.
- Rate limits imposed by Intercom and Fillout APIs still apply.
- File uploads from Fillout to Intercom may require additional configuration.
