Adding Intercom tags to customers using Zapier

Push Intercom tags to ChartMogul to analyze customer communication alongside your subscription metrics.

For example, if you tag users on Intercom as a churn-risk based on support conversations, import this information to ChartMogul to view the amount of revenue that is at risk of churning.

Before you begin

Setup instructions

Zapier offers a beta version of its AI-powered Zap builder. Click + Create Zap and try the prompt, “For every tag added to a user in Intercom, add the tag to a ChartMogul customer via email.” Follow the instructions below for additional configuration.

  1. Log into Zapier and go to ChartMogul Integrations. Next, enter Intercom and select the app from the list. Click Connect these apps.
    Screenshot of Zapier’s ChartMogul integrations page with search results for Intercom.
  2. Click Untitled Zap and enter your Zap’s name. For example, Push Intercom Tags to ChartMogul.
    Screenshot of the default Zap title.
  3. Select 1. Intercom.
    Screenshot of a Zap containing two empty steps: Intercom and ChartMogul. The Intercom step is highlighted.
  4. Select Tag Added to User as the Event. Click Continue.
    Screenshot of the App & event section with Intercom selected as the App and Tag Added to User selected as the event.
  5. Connect your Intercom account by clicking Sign in. Click Authorize access, then Continue.
    Screenshot of the Account section with a button to sign into Intercom.
  6. Leave the Which Tag? field blank if you want your Zap to trigger when any tag is added, or select a specific tag. Click Continue.
    Screenshot of the Trigger section with the Which Tag? field left empty and two buttons: Refresh fields and Continue.
  7. Click Test trigger to test your trigger. Select a record and click Continue with selected record.
  8. To configure your ChartMogul action, select Add Tags to a Customer via Email in ChartMogul as the Event and click Continue.
    Screenshot of the App & event section with ChartMogul selected as the app and Add Tags to a Customer via Email in ChartMogul selected as the event.
  9. Click Sign in to connect your ChartMogul account.
    Screenshot of the Account section with a button to sign into ChartMogul.
  10. Link your ChartMogul account: enter your read & write API key found under Profile > View Profile > API keys in ChartMogul and click Yes, Continue to ChartMogul. Click Continue.
    Screenshot of the dialog where you provide your ChartMogul API key.
  11. In the Customer Email field, select User Email, and in the Tags field, select Tag Name. Click Continue.
    Screenshot of the Action step with the Customer Email and Tags fields as well as two buttons: Refresh fields and Continue.
  12. Test your action by clicking Test step. Click Continue.
  13. Click Publish to activate your Zap.

When a tag is added to a user in Intercom, this Zap will add the same tag to the user in ChartMogul.

We’d love to hear how you use Zapier to automate integrations with ChartMogul. Contact us to share feedback and integration ideas.

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