CRM
Stamp new Intercom conversations onto HubSpot contacts in real time
When an Intercom conversation opens, this finds or creates the HubSpot contact for that person and logs the conversation with its tags, channel, and current product plan…
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation-created webhookIntercom
- ActionLook up HubSpot contact by emailHubSpot
- LogicCreate contact if none exists
- ActionFetch plan/usage tier from PostgresPostgres
- ActionLog Intercom conversation as HubSpot engagementHubSpot
- OutputReturn confirmation with contact link
What it does
Reacts the moment a customer starts a conversation in Intercom. It resolves the person to a HubSpot contact (creating one if they're brand new), then logs the conversation as a timeline engagement carrying the Intercom tags, the channel it came in on, and the contact's current product plan so reps see context without leaving HubSpot.
When to use it
Use this when support conversations should appear on the HubSpot contact record immediately, not in a batch the next day. Ideal for sales-assist motions where a rep needs to know a prospect just pinged support before they reply.
How it works
- 1Intercom conversation-created webhook triggers the run.
- 2Look up the HubSpot contact by the conversation's email.
- 3If no contact exists, create one from the Intercom profile.
- 4Pull the contact's plan/usage tier from Postgres for context.
- 5Write a HubSpot timeline engagement with tags, channel, and plan.
- 6Output a confirmation with the HubSpot contact link.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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.
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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.
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