Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
When a new lead joins your referral campaign, you can automatically create a corresponding contact in Intercom. This keeps your Intercom data in sync without any manual work.
Before you start
Connect Intercom in Campaign Settings → Integrations and API → CRM tab. See How to connect Intercom to Referral Factory for full instructions.
Step 1: Choose an action
On the Intercom integration panel, select the Leads tab. Under “When lead joins campaign”, choose one of:
- Nothing to action — No contact will be created in Intercom
- Create New Lead In Intercom — Creates a new lead record in Intercom
- Create New User In Intercom — Creates a new user record in Intercom
how to send new leads to intercom automatically: leads tab showing action dropdown with create new lead and create new user options
Leads tab showing action dropdown with Create New Lead and Create New User options
Step 2: Map your fields
Under “Map your fields”, map the data from Referral Factory to the corresponding fields in Intercom.
The Email field is required. You’ll see a “Setup Required” warning until all required fields are mapped.
Click + Add More Fields to map additional fields.
- Choose the Data Type (e.g., Dynamic Value)
- Select the From Referral Factory field (e.g., Email, First Name)
- Select the To (Intercom) field (e.g., Email, Name)
how to send new leads to intercom automatically: field mapping showing email → email and first name → name with add more fields button
Field mapping showing Email → Email and First Name → Name with Add More Fields button
Step 3: Handle duplicate contacts
Under “How to handle duplicate users”, choose what happens when a matching contact already exists in Intercom:
- If the contact already exists in Intercom, do nothing, do not update the contact in Intercom — Skip duplicates entirely
- If the contact already exists in Intercom, then update the contact that already exists in Intercom to mark them as referred — Update the existing contact
Step 4: Set qualification rules (optional)
Under “Qualification Rules”, choose whether to auto-qualify referrals based on Intercom data attribute changes. See How to qualify leads automatically via Intercom for detailed instructions.