Any Intercom plan is compatible with Zapier and Certifier, although the additional app subscriptions change depending on your workflow needs. The basic setup runs on Zapier’s Free plan; multi-step or filtered workflows require a paid account.

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. 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. 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.