Hi ​@williamchris, It’s Mat from the Support Engineering Team

ChatGPT have some good points that actually correlates with my experience. Here they are:
 

Here are some common experiences, best practices, and creative use cases for using Zapier with Intercom to automate workflows:

1. Common Use Cases

Lead Management

• Automatically Tag New Leads: Set up a Zap to tag new Intercom leads based on their attributes (e.g., source, location) to segment them effectively.
• Create Leads in CRM: Trigger a Zap to add new Intercom leads directly to your CRM (e.g., HubSpot, Salesforce) for centralized tracking and follow-ups.

Customer Follow-Ups

• Email Automation: Create a Zap to send a follow-up email via Gmail or Mailchimp whenever a user leaves a specific type of message in Intercom.
• Reminder Tasks: Trigger a task in your project management tool (e.g., Asana, Trello) if a conversation remains unresolved for a set period.

Syncing Data

• Contact Sync: Sync new Intercom users with tools like Google Sheets or Airtable for reporting or advanced analytics.
• Survey Automation: Trigger customer surveys in tools like Typeform or SurveyMonkey after a specific interaction in Intercom.

2. Creative Use Cases

• Slack Alerts for High-Value Leads: Notify your sales team in Slack when a high-value lead starts a conversation in Intercom, using filters for lead score or company size.
• Customer Feedback Loop: Create a Zap that sends customer feedback from Intercom conversations to a dedicated Slack channel or Trello board for review and action.
• Event-Based Offers: Automate sending a discount code email when a user completes a specific action or reaches a milestone tracked in Intercom.

3. Best Practices

1. Use Filters Wisely: Set up filters in Zapier to avoid triggering unnecessary actions (e.g., only act on leads from specific industries).
2. Consolidate Zaps: Group similar actions into a single Zap using multiple steps to reduce the number of active Zaps and simplify management.
3. Test Before Launching: Always test Zaps to ensure proper data mapping and triggers.
4. Limit API Calls: Be mindful of Intercom's API rate limits to avoid throttling issues.
5. Regular Audits: Periodically review Zaps to ensure they align with your evolving workflows.

4. Common Challenges

• Rate Limits: Intercom’s API has strict rate limits, which can lead to failed Zaps if workflows handle large volumes of data.
• Data Mapping: Ensure fields in Intercom match those in other apps to avoid errors.
• Real-Time Delays: Zapier triggers may have slight delays depending on the plan, which could impact time-sensitive workflows.

5. Tips for Success

• Combine with Webhooks: Use webhooks for faster, more reliable integrations if Zapier’s built-in triggers aren’t sufficient.
• Leverage Paths in Zapier: Use paths (conditional branching) to handle multiple scenarios in a single Zap.
• Integrate Custom Fields: Utilize custom fields in Intercom to enrich data and improve Zap functionality.