Step 1: Setting Up the Integration
Go to the Integrations Page
Navigate to the Integrations section under Configuration Hub.
Find Intercom and Connect
Scroll through the available integrations or use the search bar to find Intercom.
Click the Connect button next to Intercom.
Sign In to Your Intercom Account
A new window will prompt you to log in to your Intercom account.
Enter your credentials, authorize the connection, and finish the integration.
Integration Complete
Once logged in, you’ll see a confirmation that Intercom is now connected to Coho.
Step 2: Using Intercom Actions in Playbooks
Open the Playbook Editor
Go to the Playbooks section and open or create a new playbook .
Add an Action
Click on the Add Action button to insert a new action step into your playbook.
Select Intercom as the Action Source
From the list of available integrations, select Intercom as the action source.
Choose an Intercom Action
You can now select from the following Intercom actions:
Send Email: Trigger an email to be sent to the user.
Send In-App Message: Send an in-app message directly to the user.
Send Event: Log an event in Intercom for the user.
Tag User: Apply a specific tag to a user within Intercom.
Update Contact: Modify contact information of the user in Intercom.
Configure the Action
Customize the action by specifying the relevant parameters (e.g., email subject, message body, event details, tags, etc.).
Save and Run
Once you've configured the action, click Save to finalize it.
Continue building or editing the playbook and, when ready, activate the playbook to start using Intercom actions within your automated workflows.