How Certifier integrates with Intercom
Certifier connects with Intercom through connectors like Zapier and Make, so selected events can trigger credentials automatically. Your team keeps managing customer activity in Intercom, while Certifier handles issuance once someone reaches a qualifying milestone.
Milestones could include a lead conversion triggering a welcome credential or lead tags marking achievements like onboarding or advocacy.
Once the event is recorded, the connector passes the recipient’s details to Certifier, which creates and emails a certificate, badge, or credential using your chosen design.
Certifier and Intercom workflows
Available workflows (2)
Lead converted to user > Issue certificate with Certifier
Tag added to user or lead > Issue certificate with Certifier
Setup steps
- 1
Create a new Zap with Intercom as the trigger app.
- 2
Choose a trigger event, like “Lead Converted to User” or “Tag Added to User.”
- 3
For tag-based workflows, also select the Intercom tag that marks the milestone.
- 4
Connect your Intercom account and test the trigger with a recent qualifying record.
- 5
Add Certifier as the action app, connect your account, and select “Issue Credential.”
- 6
Choose the Certifier group with your template, then map the required fields and publish the Zap.
Available workflows (2)
Tag added to user > Issue certificate with Certifier
Lead converted to user > Issue certificate with Certifier
Setup steps
- 1
Add Intercom’s “Watch Events” module as the trigger in a new Make scenario.
- 2
Click “Create a webhook,” then “Create a connection,” and sign in to approve Intercom access.
- 3
In the webhook’s “Events” settings, select “Contact Tag Created” for tag-based awards and “Contact Lead Signed Up” for lead-conversion awards.
- 4
Click “Run once,” then tag a test user or convert a test lead in Intercom.
- 5
For tag-based awards, add a filter below the trigger and specify the tag that qualifies the user for a credential.
- 6
Add Certifier’s “Issue a Credential” module and connect your account.
- 7
Select a template, map the recipient’s name and email, and test the scenario.
Available workflows (2)
Tag added to user > Issue credential with Certifier
Lead converted to user > Issue credential with Certifier
Setup steps
- 1
Create a Pabbly workflow and choose an Intercom trigger, like “Tag Added To User” for milestones or “Lead Converted to User” for onboarding.
- 2
Connect your Intercom account and authorize access when prompted.
- 3
Click “Save and Send Test Request,” then tag a test user or convert a test lead.
- 4
For tags, add a “Filter” step where the tag field equals your qualifying tag (e.g., “Certified”).
- 5
Add Certifier’s “Create, Issue, and Send Credential” action, then connect your account.
- 6
Select your Certifier template and map the contact’s name, email, and any optional attributes.
- 7
Click “Save and Send Test Request” before enabling the workflow.
Available workflows (2)
Lead tagged > Issue credential with Certifier
New user created > Issue credential with Certifier
Setup steps
- 1
Create an automation with Intercom’s “Lead is tagged” trigger for milestones or “User is created” for onboarding.
- 2
Choose Certifier as the action app and select “Create credential.”
- 3
Connect your Intercom and Certifier accounts to grant access for Integrately.
- 4
For tag-triggered credentials, click “Add or Modify Steps” and add a condition matching your chosen qualifying tag.
- 5
Select your credential template and map the contact’s name, email, and any optional attributes for Certifier to issue the certificate.
- 6
Tag a test lead or create a test user, then click “Test and Turn On” to verify and launch.
Available workflows (2)
User tagged > Issue credential with Certifier
New user created > Issue credential with Certifier
Setup steps
- 1
Start a new viaSocket flow with Intercom as your trigger app.
- 2
Pick a workflow trigger — e.g., “User Is Tagged” to reward milestones, or “New User Created” to welcome signups.
- 3
Connect your Intercom account and save the trigger to start listening for incoming events.
- 4
Run a quick test in Intercom to pull sample fields into viaSocket (by tagging a user or creating a new one).
- 5
For tag triggers, insert a “Multiple Paths (If)” step where the tag field equals your target tag in Intercom.
- 6
Add Certifier’s “Issue Credential” step next, connect your account, and select your template to map recipient fields.
- 7
Run a final test, then publish your flow.
Key benefits
Brand visibility
Branded emails and certificate pages on your domain strengthen brand presence, while analytics track views and delivery.
Lower admin workload
Automated issuing removes repetitive work and self-service pages let recipients download, share, or verify credentials independently.
Flexible credential formats
Different programs can issue distinct certificates or badges, with designs, recipient data, and settings organized in separate groups.
Is this integration right for you?
Customer education teams
Give learners proof of training with unique IDs for easy verification and one-click social sharing to boost visibility.
Success managers
Recognize onboarding, adoption, and advocacy milestones with live certificates you can update anytime.
Lifecycle marketers
Use Pathways to organize multi-stage programs and issue at key milestones, then get clear email delivery insights to track engagement.
Frequently asked questions
Any Intercom plan is compatible with Zapier and Certifier or other third-party connectors, although the additional app subscriptions change depending on your workflow needs.
For example, the basic setup runs on Zapier’s Free plan; multi-step or filtered workflows require a paid account. Make, Pabbly, Integrately, and viaSocket each set their own limits on tasks and steps as well, so check their pricing before you build.
Certifier’s free plan includes the integration and 250 yearly credentials. For higher volume, analytics, and advanced branding, you need a Professional plan or higher.
Yes, you can set up and test the workflow without emailing incoming customers. How you do it depends on your chosen connector.
In Zapier, select Certifier’s “Issue Credential” action, then set the “Send Credential” field to False. This creates the credential without emailing it to the recipient, so you can check mapped names and custom fields first.
Other apps like Make, Pabbly, or viaSocket have different test buttons, like "Run once" or "Send Test Request," which let you test the flow once using an internal email address. Once everything looks right, you can enable issuing and delivery for the live workflow.
If a lead in Intercom has no email address, Certifier can’t issue the credential yet because both the recipient name and email are required.
You can add the email manually to the lead’s profile or collect it through Intercom’s contact-details automation. For Messenger leads, you can also require an email before a conversation starts.
Yes, you can lock this down in your template settings. Open the relevant Certifier Credential Template and turn off “Allow Duplicate Recipient Emails” under Duplicate Management.
If the same email already received a credential from this template, Certifier will quietly skip the duplicate.
There’s no “revoke” option inside Certifier, but you can delete or expire a credential anytime. To remove it, open “Credentials,” select the certificate or badge, and click “Delete.” This is permanent and revokes recipient access.
To set it as expired, click “View,” change the “Expiration date” under “Information,” and save. The page stays live but shows an expired status.
If a certificate delivery email bounces, you can fix the issue and resend it without reissuing the credential. Certifier will flag the failed delivery in the “Credentials” tab and show you why it happened.
Find the issued credential in the “Status” column, then hover over or click the orange email icon to see the exact reason.
