How do I integrate with Intercom?

Our direct integration makes it easier than ever to connect Intercom with your forms!

Connect Intercom to Paperform

1. In the Form Editor navigate to After Submission → Integrations & Webhooks.
2. Click on "Intercom" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

1. Click on "Add Account +" to connect your Intercom account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Intercom account.

1. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Intercom account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Intercom direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Send Incoming Message

This action will produce a new Incoming Message for your Intercom inbox.

After setting up your Intercom connection for the action, complete the fields presented. The list of fields and what they do can be found below:

• Email - The sender's email for the new message.

• Message - The initial message body.

• If No Matching Person - What the integration action should do if the Email field doesn't match an existing contact.

  The available options are:

  • Create a user
  • Create a lead
  • Do nothing

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.

"Email" must be a valid email address

The format of your email address in the "Email" field must be that of a valid email address. Providing an invalid address will cause your integration action to fail.

• Valid - "email@example.com"
• Invalid - "A@b@c@domain.com"