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A form

Create a lead in Intercom when a form is submitted

When a form is submitted, create a lead in Intercom.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
0
Accounts
1
Starts
A form is submitted, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A form is submitted
Someone sends one of the client’s forms.
Create a lead
A new lead (a contact who is not yet a user).
  1. Starts whenA form is sent
  2. App stepNamed after the lead

What each client fills in

Nothing to fill in. You pick the form that starts it and connect its accounts.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Intercom: Settings → Integrations → Developer Hub → New app (for their own workspace, no review) → Authentication → copy the access token. The conversation trigger needs the app to be allowed to read conversations.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Pick the client’s form that starts it
  2. Connect the client’s Intercom, for “Create a lead”

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