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I’m trying to set up a Zap where, whenever a new company is created in Intercom, some of that information is also added to Hubspot where a Company is created in Hubspot. For some context, our Sales team works in Hubspot, and our Support team in Intercom, so the Sales team needs some information that is created when a new lead creates a trial account.

 

This is the initial screen that triggers the Zap:

The next step is the trigger to create a new company in Hubspot:

So far so good, but when I hit the “Configure” step, I’m missing some of the obvious fields like Company name, user info, sign up date, etc but I do get some (to me) irrelevant ones:

The list is quite long and at the end is also another box with additional properties to receive, but these do not show up in the dropdown below the box.

There’s 2 different property types, one is Intercom Export which I guess are properties coming from Intercom, and the other is “Company information” which I guess are the Hubspot ones.

 

Not sure if I’m missing something obvious, but I’m missing the key properties that I need to add from Intercom to Hubspot, for example

  • Company name
  • Company location
  • User info linked to the account
  • Plan the company is on

Any help would be greatly appreciated :)

Hi ​@StephvdH 

You can try searching for properties using the magnifying glass icon.

Name should be at the top.

 

If you are trying to associate a Contact to a Company, then you would likely need to add more steps:

  • Create Contact
  • Create Associations
    • Contact to Company

 

Hi ​@Troy Tessalone , thank you for your answer, that was really helpful! And you’re right, I’m now looking into adding a contact. That information is also stored in Intercom, so I’ve tried setting up the “Find a user” as a trigger, but I can’t seem to set it up so it adds the contact that’s listed as a user in the Intercom account. 

 

Would there be a way to get that data?

​@StephvdH 

Post screenshots showing the data points returned from Intercom for the Company in the Zap trigger step.

If there is a User linked to the Company in Intercom, then there should at least be a data point returned on the Company that indicates the User ID that is linked.

 

Then, you may have add this Zap step...

Action: Intercom - Find User

This would be used to get the full details of the User in Intercom to then create the Contact in HubSpot.

 

Unfortunately, I don’t seem to get any values when I look for “user ID” in the Configure step, but I might be looking at the wrong tab?

 

​@StephvdH 

Post screenshots showing the DATA OUT that is returned from Zap step 1 in the TEST tab.

Got it, thanks for the swift reply. The only mention of “user” seems to be in User count. Other than that it’s all info on the company.

 

​@StephvdH 

Questions becomes, if there are 2+ Users for a Company in Intercom, then what is the logic for which to choose?

Ideally that’d be the user that created the account in Intercom, the one that was first to sign up. ​@Troy Tessalone 

​@StephvdH 

Per the Intercom API docs, Companies and Contacts/Users are separate, meaning those can exist without a relationship to each other.

A Company can have 0+ Contacts/Users.

A Contact/User can have 0+ Companies.

 

When a Company is created it may have 0 Contacts/Users.

When a Contact/User is created it may have 0 Companies.

 

So if you try to trigger from a new Intercom Company, then there may be 0 Contacts/Users to find in Intercom at that point in time.

So if you try to trigger from a new Intercom Contact/User, then there may be 0 Companies to find in Intercom at that point in time.

 

Futhermore, the logic would likely involve using an Intercom API request in a Zap step to find either:

  • Contacts/Users linked to a Company
  • Companies linked to a Contact/User

 

Then, more logic, possibly via custom code, would have to be used to take the results and determine by your criteria, which is the “first” Company for a Contact/User OR the “first” Contact/User for a Company.

 

 

 

Hi ​@StephvdH,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

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