Automate Intercom Workflows with Make.com

Using make.com, you can automate Intercom workflows to reduce manual work, keep customer data in sync, and trigger personalized messages across your tech stack.

This guide walks you through how to connect Intercom, design powerful automations, and manage them safely using the visual scenario builder.

Why connect Intercom and Make.com

Intercom is a powerful customer communications platform, but many tasks still require manual action if it is not integrated with the rest of your tools. By connecting Intercom with make.com you can:

• Sync leads and users across your CRM, billing tools, and databases.
• Trigger Intercom messages from events in other apps.
• Route support conversations automatically.
• Update tags, attributes, and segments without manual data entry.
• Build multi-step workflows without writing code.

All of this is done inside a drag-and-drop interface that allows you to map data visually, test logic, and monitor activity in real time.

Getting started with Intercom on Make.com

Before you build your first automation, prepare your accounts and access.

Step 1: Create or log in to your Make.com account

If you do not have an account yet, sign up on the platform and verify your email address. Once inside the dashboard, you can start by creating a new scenario from scratch or from a prebuilt template.

Step 2: Connect your Intercom workspace

To connect Intercom to make.com:

1. Open the Make dashboard and click Create a new scenario.
2. In the module search, type Intercom and choose any Intercom module, such as Watch conversations or Create/Update a user.
3. Click Add next to the connection field.
4. Authorize access to your Intercom workspace when prompted.

After authorization, the connection is saved and can be reused in any other scenario.

Understanding Intercom modules in Make.com

The Intercom app in make.com provides multiple modules that let you automate different parts of the customer lifecycle. While the exact list can evolve, most modules fit into these categories:

• Triggers (Watch modules) – start a scenario when something happens in Intercom, such as a new conversation or user.
• Search modules – look up users, leads, or conversations according to filters and attributes.
• Action modules – create, update, or tag users and leads; send messages; or update conversations.
• Data tools – transform values, format text, or route data as it flows between modules.

By chaining these modules together you can build scenarios that respond to events automatically and keep tools aligned.

How to build an Intercom workflow with Make.com

Here is a practical, repeatable process you can use for almost any Intercom workflow you want to implement with make.com.

1. Define the trigger event

Start from the event that should launch your scenario. Examples include:

• New Intercom conversation created.
• New lead or user added.
• Tag added or removed from a user.
• Event received from another app that should cause an Intercom action.

In the scenario editor, choose the appropriate trigger module. Configure filters such as conversation state, inbox, or specific tags when available.

2. Map and transform your data

Once you receive data from Intercom, use built-in tools in make.com to prepare it before sending it to another app or back into Intercom:

• Set up routers to branch logic according to conditions (for example, customer type or conversation topic).
• Use text and number functions to clean or merge values.
• Apply filters between modules to process only items that meet specific rules.

The visual mapper lets you click on a field and select exactly which data from Intercom or previous modules should populate it.

3. Add Intercom actions

After mapping the logic, choose Intercom action modules to update records or send communications. Typical actions in make.com include:

• Creating or updating a user or lead.
• Adding or removing tags.
• Creating a conversation or leaving an internal note.
• Sending a message or assigning a conversation to a teammate or team.

Carefully map attributes such as email, name, company, plan, lifecycle stage, or custom fields so Intercom stays accurate and consistent.

4. Connect other apps to Intercom with Make.com

Intercom becomes more powerful when combined with other apps in make.com scenarios. Common integrations include:

• CRM platforms – sync contacts, deals, and stages.
• Billing systems – update attributes based on trial, subscription, or payment events.
• Support tools – hand off complex cases while keeping a unified timeline.
• Marketing platforms – keep segments and tags aligned across channels.

By orchestrating multiple systems together, Intercom can always reflect the latest customer state, and actions can be triggered consistently.

5. Test and activate the scenario

Before going live, always test your new automation inside make.com:

1. Run the scenario once in manual mode.
2. Inspect each module to confirm correct inputs and outputs.
3. Adjust mappings, filters, or conditions where data does not look as expected.
4. Check the results in Intercom to confirm the right updates and messages occurred.

When satisfied, switch the scenario from Draft to On so that new events trigger it automatically.

Best practices for Intercom automation in Make.com

To maintain reliable and safe automations, follow these guidelines when working with Intercom inside make.com.

Plan your data model

Before building scenarios, define which attributes and tags represent your lifecycle stages, priorities, or segments. Align this model across all connected apps so that each make.com scenario uses the same naming and structure.

Use clear naming and documentation

Give each scenario and module descriptive names, such as Sync Intercom leads to CRM or Tag VIP users from billing. Add notes inside the scenario to document what each step does. This makes maintenance and troubleshooting easier for your team.

Protect against loops and duplicates

When syncing data in both directions, use filters and conditions in make.com to avoid creating loops or duplicate records. For example, check whether a field was already updated recently before running another update, or track a sync flag attribute.

Monitor execution and errors

Review the scenario history and logs in make.com to understand how many operations are processed and whether any modules fail. Configure alerts if needed so that you can fix issues before they affect customers.

Resources to go deeper

The original how-to guide for automating Intercom workflows is available on the official website. You can read it here for additional context and screenshots: Intercom automate workflows guide.

If you want expert help designing advanced automation strategies around make.com and Intercom, consider consulting specialized automation and AI experts such as Consultevo, who focus on scalable, well-documented workflows.

Next steps with Intercom and Make.com

Once you have a basic automation running, expand gradually by:

• Adding more branches to handle different customer segments.
• Integrating additional apps for billing, analytics, or marketing.
• Refining filters and conditions to increase relevance.
• Documenting every scenario for future optimization.

By combining Intercom with make.com, your team can deliver timely, consistent customer experiences while spending far less time on repetitive operational work.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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