CRM
Backfill Intercom conversations into Attio contacts with usage context
On a schedule, pulls recently active Intercom contacts, creates or merges the matching Attio person record by email.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionFetch recently active Intercom contactsIntercom
- ActionQuery product-usage metrics from PostgresPostgres
- LogicMatch by email: merge if found, else create
- ActionUpsert Attio person with usage attributesAttio
- OutputWrite created-vs-merged run summary
What it does
Keeps your Attio CRM in sync with the people actually talking to support in Intercom. For each active contact it ensures an Attio person record exists, deduplicating by email so you never spawn a second record, and enriches that record with real product-usage context (last login, plan, seats, monthly active days) read from your data warehouse.
When to use it
Run this when your CRM is missing people who only ever showed up in support, or when reps open Attio and see no signal about how the account is actually using the product. Good for a nightly backfill that keeps sales and CS looking at the same truth.
How it works
- 1A nightly schedule fires the run.
- 2Fetch Intercom contacts with conversation activity since the last run.
- 3For each, query Postgres for usage metrics keyed on the contact's email/account.
- 4Decide: if an Attio person with that email exists, merge; otherwise create.
- 5Upsert the Attio person and write usage attributes (plan, MAU, last seen).
- 6Emit a per-run summary of created vs. merged records.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.