Starter
Add or update a contact in HubSpot when a new contact is added in Intercom
When a new contact is added in Intercom, add or update a contact in HubSpot.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new contact is added
- A lead or user created in Intercom (a chat, a form, an import), checked every 5 minutes.
- Add or update a contact
- Creates the contact, or updates the one with this email. A lead who submits twice is one contact.
- Starts whenA new contact is added
- App stepAdd or update a contact
What each client fills in
Nothing. It needs only the accounts it connects to.
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.
In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Intercom, for “A new contact is added”
- Connect the client’s HubSpot, for “Add or update a contact”
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