+1
Hello,
I have created a Zap to do the following:
1) User creates Calendly appointment
2) Filter: Calendly appointment must have X event name
3) Lead is created in Intercom
However, when I then sign up properly on our side, it is creating a separate user despite the emails being the same and we have then have a lead and a user both with the same email. Is there something we are doing wrong?
Best answer by Roy
View originalHi @jessica w11 , I hope you are doing well.
If I get this correctly, the flow looks like this:
- User books a Calendly Appointment;
- Zapier <> Intercom - Lead is created;
- Once you sign-up the customer getting 2 users (Lead,User)
Is it correct? In this case you should use to API merge lead and user profile or update lead to user.
More information can be found here:
+1
Hi @roy s11 yes exactly that! We have had leads sign up and automatically convert to users before though and it has worked correctly - is there anything I should be considering as to why this situation might be different?
I wonder about the same. Why isn't it merging automatically and allows that the exact same email lives twice in the system.
How Intercom handles Users and Leads is a nightmare. Same is for filtering which is only possible for either Users or Leads. Cannot show both in one list. Guys, you can do better! Do I really need to setup a Zap to do the merge for me?
+1
@tom s13 We have the same issue with the filtering too!
Slightly off topic but do you know how to use Zap to merge a Lead and User? I can see the option to update the User with the Lead's details (which is my current workaround) but nothing to then delete the Lead.
@jessica w11 , If lead sign-up into your product Intercom converts them from lead to the user (Cause the cookie file).
If you manually sign-up a user that does not work, In this case, you should Merge profile or use API.
=================
When a person visits your website in a logged-out state, they’re given an Intercom cookie to uniquely identify them. Once they start a conversation or reply to a message, they become a lead.
If they log in or sign up to your product while the Intercom cookie is present, their lead profile will be automatically merged with their user profile.
=================
I hope this will be helpful. Let me know if you have any further questions about this topic.
@jessica w11 , It's not possible to merge lead/user via Zapier. You can do this using Integromat, Take a look at my reply here.
Let me know if you have any questions about this topic, will be happy to help.
Already have an account? Login
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
