This collection of articles is about how to automatically send WhatsApp and SMS messages to your Intercom contacts based on certain triggers, without writing any code.

Here's a 2-minute video of this in action:

For this to work, we will rely on the following tools:

  1. Octopods WhatsApp Templates API - This will help us send message templates via WhatsApp
  2. Twilio SMS account - This will help us send SMS messages
  3. Zapier - We'll use this to bring everything together. Zapier is an integration tool that allows us to build simple connections using a graphical user interface. If you're unfamiliar with it, here's a fantastic introduction from their help center.

Zapier integrations are called Zaps. For a Zapier Zap to work, there needs to be a trigger. In these articles, our triggers will be:

  • Tag added to user
  • Tag added to lead

That means our Zapier Zap will run whenever a specific tag is added to a user/lead, or a group of users/leads.

Here's what will be covered:

Note:

Zapier has a free plan, but it may not be enough for your needs. You may need to upgrade to a premium plan to take full advantage of its capabilities.

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