Forms + Intercom + Custom Fields integration

Use Autopilot to create journeys that use the Forms, Intercom and Custom Fields integrations.

Marketing Automation ideas to integrate Forms, Intercom and Custom Fields.

Add Intercom Tag to Has Submitted Form to Update Field

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New Intercom User to Has Submitted Form to Update Field

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New Intercom Lead to Has Submitted Form to Update Field

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Intercom Tag to Has Submitted Form to Update Field

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Intercom Tag to Has Submitted Form to Update Field

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New Intercom Lead to Has Submitted Form to Update Field

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Add Intercom Tag to Has Submitted Form to Update Field

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New Intercom User to Has Submitted Form to Update Field

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Showing 8 journey ideas for Forms, Intercom and Custom Fields

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

About the Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Intercom integration and the Custom Fields integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Update Field
Update a field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Forms, Intercom and Custom Fields.