Intercom

Estimated reading: 2 minutes

Overview

AFI creates contacts and events in Intercom from every form submission, order, or user signup on your WordPress site. Use these to trigger Intercom message campaigns, drive product tours, or populate inbox conversations with context.

Supported actions

  • Create / Update Contact (Lead or User) — upsert a contact by email.
  • Add Tag — apply tags to an existing contact (matched by email).
  • Submit Event — fire a custom event with the contact’s email plus event metadata for targeting Series and outbound campaigns.

Authentication

  1. Go to Settings > Developers > Developer Hub in Intercom.
  2. Create or open your AFI app and copy its Access Token.
  3. In AFI go to Settings > Intercom and paste the Access Token.

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick Intercom as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto Intercom’s fields. Email or external ID is required. Custom attributes must be pre-created on the Intercom side.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Lead vs User. Intercom distinguishes between leads (anonymous) and users (identified). AFI’s default is to create leads — pick user only when the contact has a known external ID.
  • Rate limits. Intercom caps API requests at ~1000/min per workspace. Enable AFI’s background queue for high-volume forms.
  • Event names are case-sensitive and become the trigger you reference in Series — pick stable names like form_submitted, not Form Submitted!.

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