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Cliengo
Intercom

Add new Cliengo clients as new Intercom contacts

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This template periodically retrieves new clients from Cliengo and adds them as new contacts to Intercom.

The template is scheduled to run every 15 minutes. You can change this after you set up the template.

Apps Included

Categories
Chat
CRM
Chatbots

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This template periodically retrieves new clients from Cliengo and adds them as new rows to a Google Sheets spreadsheet.

A sample spreadsheet is here. You should make a copy of it before configuring the template.

The template is scheduled to run every 15 minutes. You can change this after you set up the template.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Intercom
Assign a Conversation

Assigns a conversation to an admin or team.

Action
Intercom
Attach/Detach a Company to/from a Contact

Attaches or detaches a company from a user.

Action
Intercom
Attach/Detach a Contact to/from a Conversation

Attaches or detaches a contact from a conversation.

Search
Intercom
Attach/Detach a Tag to/from a Company

Attaches or detaches a tag from a company.

Action
Intercom
Attach/Detach a Tag to/from a Contact

Attaches or detaches a tag from a user.

Action
Intercom
Attach/Detach a Tag to/from a Conversation

Attaches or detaches a tag from a conversation.

Action
Intercom
Close a Conversation

Closes a conversation.

Action
Cliengo
Create a Contact

Creates a new contact.

Action
Intercom
Create a Contact Initiated Conversation

Create a conversation initiated by a user or lead.

Action

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