Connect Club Planner and Intercom to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Intercom

Automatically do this!

Ready to use Club Planner and Intercom automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Lead Added Email

Lead Added Email

Triggers when a Lead enters an email address.

New Closed Conversation

New Closed Conversation

Triggers when you close a Conversation.

New Company

New Company

Triggers when a new Company is created.

Admin initiated message to one user

Admin initiated message to one user

Triggers when Admin initiated message to one user.

New Ticket

New Ticket

Triggers when a new Ticket is created in Intercom.

New Unsubscription

New Unsubscription

Triggers when a user unsubscribes from Intercom.io emails.

Do thisActions

Action is the task that follows automatically within your Club Planner integrations.

Create Prospect

Create Prospect

Add a new prospect.

List  All Tags

List All Tags

List All Tags

Add Tag to Contact

Add Tag to Contact

Add a tag to contact

Get contacts

Get contacts

Find Companies

Find Companies

Finds an existing companies.

Create User

Create User

Create a new User

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Frequently Asked Questions

How do I start an integration between Club Planner and Intercom?

To start, connect both your Club Planner and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Intercom (or vice versa).

Can we customize how data from Club Planner is recorded in Intercom?

Absolutely. You can customize how Club Planner data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Club Planner and Intercom?

The data sync between Club Planner and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Club Planner to Intercom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Club Planner and Intercom?

Yes, you can set conditional logic to control the flow of data between Club Planner and Intercom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Club Planner

About Club Planner

ClubPlanner let's you manage your new sales and retention better!

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Intercom

About Intercom

Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.

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