Intercom is a customer messaging platform best known for in-app chat, a powerful inbox, and conversational marketing tools. Its data model centers on Users, Leads, Conversations, and Companies, with an established API and app store. Connecting Intercom to WellPlan keeps contact records and conversation events in sync so SMS, WhatsApp, and email workflows in WellPlan can fire from Intercom signals and push activity back. Teams keep Intercom for in-app and website chat while WellPlan handles multichannel outbound automations and other inboxes.
Features
Common use cases
Follow up Intercom leads via SMS
A SaaS company captures website chats in Intercom. When a Lead provides a phone number, WellPlan kicks off an SMS sequence with case studies and a calendar link, increasing the chance of booking a demo while the visitor is still warm.
Sync Intercom users for multichannel nurture
A B2C app exports active Intercom users into WellPlan to run reactivation campaigns by email and SMS. Each user's plan and last active date sync as custom fields, so messaging is segmented by behavior rather than blasted to everyone.
Notify the team of high-value conversations
When a paid customer starts an Intercom conversation, a workflow flags it as high priority and posts in Slack through WellPlan. CS reps respond inside Intercom while the alert ensures no premium customer gets overlooked at busy times.
How setup works
- 1Sign in to Intercom with an account that has app installation permissions.
- 2Open WellPlan's Integrations settings and click Connect Intercom to start OAuth.
- 3Authorize the requested scopes for Users, Leads, Conversations, and Companies.
- 4Map fields, configure event triggers, and run a sample contact through both systems.
Frequently asked questions
Will Intercom chat live inside WellPlan's inbox?+
Intercom remains the primary surface for in-app and website chat. The integration syncs contact records and key events so WellPlan workflows can react. Most teams keep agents replying inside Intercom for live chat and use WellPlan for outbound multichannel automations.
Can I sync Intercom Companies?+
Yes. Companies in Intercom can sync to WellPlan as accounts or as a custom field on contacts, depending on how you model accounts in WellPlan. Custom company attributes can also map to custom fields for segmentation.
Does the integration affect Intercom's seat or contact pricing?+
Intercom prices on resolutions, seats, and active people. Syncing contacts into WellPlan does not by itself increase Intercom's active people count, since that count is driven by Intercom's own tracking. Consult Intercom billing docs for current details.
Can I trigger Intercom messages from WellPlan?+
Yes, with the right scopes. WellPlan workflows can trigger Intercom outbound messages — for example, sending a chat message or starting a Series — when contacts reach specific conditions, blending Intercom's in-app reach with WellPlan's other channels.