Using Zapier to change a lead to a user...

Question

Hey all, I've been evaluating Intercom for what I feel like is a long while...my use case is different than many people here most likely...I don't have an app; just want to use Intercom for marketing & support for my website consulting clients.  The biggest thing I haven't figured out to do yet (without writing code...) is when a new lead signs up for my services (which I'm slowly moving to pre-paid packages that they pay for monthly), I have a Zapier zap that changes their user profile from a lead to a user in Intercom.  Does anyone know if that's possible to do with Zapier? I believe it is from the docs I've read, but any guidance would be awesome :)  Thank you all! DInos

Roy · Accepted Answer

@dinos​, Thank you for your kind words, it means a lot to me &#128153;Quickly build some flow with Integromat, appears operating fine.I can't find a lead tag in Integromat, so used a conversation tag instead.The flow looks like this: - Appling "Convert" tag to any conversation created by lead;- Integromat creates a new user in Intercom- Integromat merges lead with the newly created user.Here's the quick instruction: Is this what you are looking for?Dinos, Let me know if you need help to set-up Integromat integration &#128153;&#129412;.

Roy · Answer

Hi @dinos​ &#128075;, There no such action to convert the lead to the user via Zapier.Can you tell me a bit more about your use case? I will try to find a solution for you.

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