Use Cases
- Automate the creation of companies and leads in Intercom.
- Retrieve and update company information seamlessly.
- Manage user data linked to companies efficiently.
- Delete outdated leads and users to maintain data integrity.
How It Works
Initiate the workflow to create a new company and lead. Retrieve the created company's details for further processing. Update company information based on the latest data. Fetch users associated with the company for management. Update and delete leads and users as necessary.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Intercom credentials for authentication.
- 3Run the workflow to create a new company and lead.
- 4Monitor the workflow execution for successful data management.
Apps Used
Intercom
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation