Key Features
Lead/User Creation
Create leads or users from form submissions
Custom Attributes
Map form fields to any Intercom attribute
Activity Notes
Branded notes appear on contact records
Auto-Tagging
Tag contacts automatically for segmentation
Duplicate Handling
Update existing contacts or skip duplicates
Workflow Support
Use in automated workflows with conditions
Setting Up the Integration
Connect your Intercom workspace
Go to Integrations in your dashboard and click “Connect” on the Intercom integration. Authorize Orbit AI to access your Intercom workspace.
Choose contact type
Select whether form submissions should create Leads (visitors who haven’t signed up) or Users (signed up users of your product).
Configure field mappings
Map your form fields to Intercom contact attributes. Standard fields like email and name are mapped automatically, and you can add custom attributes.
Set up auto-tagging (optional)
Enter a tag name to automatically tag all contacts created from form submissions. Great for segmentation and filtering.
Contact Types
Lead
Create leads for visitors who haven’t signed up yet. Perfect for contact forms, demo requests, and landing pages.
User
Create users for signed up customers. Use for feedback forms, support requests, and in-app surveys.
Custom Attributes
Intercom supports custom attributes on contacts. You can map form fields to existing attributes or create new ones:| Attribute Type | Description |
|---|---|
Standard (email, name, phone) | Built-in Intercom fields, automatically recognized |
Custom String | Text values like company name, job title, etc. |
Custom Integer | Numeric values like lead score, employee count |
Custom Boolean | True/false values like “opted_in”, “is_qualified” |
Custom Date | Date values like signup date, last contact |
Activity Notes
When enabled, Orbit AI creates branded notes on contact records showing the full form submission details:Using Intercom in Workflows
For advanced use cases, add Intercom as a destination in your workflows. This allows you to:- Only sync qualified leads after AI qualification
- Add enriched company data before creating contacts
- Tag contacts differently based on form responses
- Create contacts in multiple destinations (Intercom + CRM)
- Route leads to different contact types based on conditions
Troubleshooting
Required Permissions
When you authorize Orbit AI, we request the following Intercom permissions:| Permission | Why we need it |
|---|---|
Read/Write Contacts | Create and update leads/users |
Read/Write Data Attributes | Map custom attributes and create new ones |
Read/Write Notes | Add activity notes to contacts |
Read/Write Tags | Tag contacts for segmentation |