Want to connect your favorite email campaign system to your favorite video platform? Well, you are in luck! If you are looking to understand what our workflows and integrations do at a more basic level please check out our workflow introduction doc.
You can connect Intercom to Bonjoro in a few easy to follow steps. All direct Bonjoro workflows have a Trigger and Do this step. The trigger step is where you select the service you are connecting with Bonjoro, in this case Intercom, and where you define the trigger event in Intercom, e.g. New Subscriber. that will cause a contact to be added to your Bonjoro tasklist in the 'Do this' step. For pretty much every one of our direct integrations the thing that is done in the 'Do this' step is to create a task on your list in Bonjoro so you can send a message to contacts that have undertaken the trigger action..
Follow the simple steps below to integrate with Intercom and power your Bonjoro workflows.
1st. Click on "Workflows" on the top bar and then click +Add a Workflow
This will launch the workflow editor.
Select a Service: This starts our integration. Select Intercom from the list then click Continue.
Choose a Trigger: New User or User Tagged - please click on one to select it and then hit Continue.
Select an Account: Now it's time to add your Intercom account. Select Add Account. This will bring up another window for you to connect.
Test the authentication: Once you have input the API Access information the window will close and you will see the gray TEST button on Bonjoro, click that. If it turns green with a check mark you are good to go. Next, click SELECT then CONTINUE.
Select a Service: Select Bonjoro and hit Continue.
Choose an Action: Click Create a Bonjoro then Continue.
Attributes; You can select which attributes you'd like to pull in from Intercom about your contact. This lets you quickly and easily add layers of personalisation to the message. More information here. This is optional.
Assignee; if you are the only person on your account this will be your email. If you are a part of a team, you can select the team member you wish to assign the video messages to on your task-list. You must select an assignee before you click continue.
Campaign; If your workflow is part of a campaign you can select it here. This is optional.
Reason; this is the information that will be listed on the contact when it shows up in Bonjoro in your task-list. It will display under the contacts name so you you can see which workflow it belongs to.
Click Continue once you have completed the assignee and reason fields (as a minimum).
Check and Set Live: Hit the 'Set live button and your workflow will become active.
Part 2: Adding bonjoro results to Intercom
To add your results into your Intercom account you'll need to have a free Zapier account set up. Once you have this, use our pre-built zaps below to start: