How to Send Funnel Builder Data to Intercom

Intercom is a customer messaging platform. Events can trigger instant notifications. Here is how to pipe Funnel Builder submission straight into Intercom using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers submission data straight from WordPress to Intercom. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A Intercom account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Intercom to AFI

1. Log in to your Intercom workspace.
2. Go to Settings → API Keys and copy your Access Token.
3. In WordPress, go to AFI → Settings → Intercom.
4. Paste the Access Token and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Funnel Builder to Intercom.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select Intercom as the destination

Choose Intercom from the platform dropdown and pick Add Contact. This creates or updates a contact in Intercom.

4. Map fields

Match each Intercom field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Funnel Builder. Check Intercom to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps email and name to Intercom with unlimited records. Pro adds custom attributes and company assignment. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Funnel Builder to Intercom in minutes.