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How to connect Intercom and Grist
Create a New Scenario to Connect Intercom and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Intercom or Grist, 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 Grist Node
Next, click the plus (+) icon on the Intercom node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Intercom and Grist 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 Grist 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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Intercom and Grist (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 Grist
Intercom + Grist + Slack: When a new urgent conversation is started in Intercom, a new record is created in a specified Grist sheet to track the issue. A notification is then sent to a designated Slack channel alerting the team of the new urgent issue.
Grist + Intercom + Google Sheets: When a record in Grist is created or updated, the workflow updates contact details in Intercom. The record data is also added to a Google Sheet for reporting purposes.
Intercom and Grist 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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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See how Latenode works
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FAQ Intercom and Grist
How can I connect my Intercom account to Grist using Latenode?
To connect your Intercom account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Intercom leads to Grist spreadsheets?
Yes, easily! Latenode lets you automate this, adding new leads directly to Grist. Benefit from real-time data analysis and custom reporting without manual entry.
What types of tasks can I perform by integrating Intercom with Grist?
Integrating Intercom with Grist allows you to perform various tasks, including:
- Automatically updating Grist with new Intercom conversation data.
- Triggering Intercom messages based on updates in your Grist spreadsheets.
- Creating detailed reports in Grist using Intercom customer data.
- Syncing customer segments from Intercom to manage lists in Grist.
- Automating data backups from Intercom to Grist for data security.
How can I trigger workflows based on Intercom events on Latenode?
Latenode allows you to trigger workflows from Intercom events using webhooks. Customize logic, and automate tasks across all connected apps.
Are there any limitations to the Intercom and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Intercom and Grist APIs apply to automation flows.
- Historical data migration may need to be handled separately.
