To set up an integration with Upflowy and Intercom using Zapier, you must:

  1. Have an Upflowy flow ready to use

  2. Have a Zapier account

  3. Have an Intercom account

First off, we'll go into Zapier and set the trigger as "Webhooks - Catch Hook":

Zapier webhooks

You will be prompted to set up the trigger. Copy the custom webhook URL supplied by Zapier:

Zapier Webhooks

Now go into your Upflowy flow, copy-paste that Webhook into the URL input in the "Data" Tab, and click "Save". :

Upflowy Data

Then, go into the "preview" mode and run through the flow.

Upflowy Preview

Return to Zapier and select "Test trigger" once you have previewed the flow. If successful, a "we found a request!" message will appear, detailing all of the information from Upflowy.

Great work! Now, let's continue in Zapier and set the action to "Add/Remove tag on the user in Intercom". You will be asked to sign in to your Intercom account.

Intercom Set up

You will then be required to fill out the below form, which you can do by clicking on each input, selecting "Custom", and then finding the right value that corresponds to each input:

Matching attributes

Zapier will send a test to Intercom, and you will be notified that it was successful:

And congratulations! You are ready to go! Simply turn the Zap on, and your data collected through Upflowy will pass on to Intercom in the form of tags.


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