Intercom SMS Automation
Never miss a lead. Automatically move new Intercom messages to SMS for faster, more personal responses.
Why This Workflow Matters
Convert live chat moments into real-time SMS communication. Keep conversations going, boost engagement, and close more deals without switching tools.
How It Works
When a new message or support ticket comes in through Intercom , this automation creates or updates the contact in ActiveCampaign, adds a relevant tag , and starts the automation. A personalized SMS saying “Hi {{first_name}}, thanks Live chat to SMS escalation. Reply HELP for support.” is sent through D7 SMS. Then, the system waits for a reply if it’s positive, a deal or task is created automatically. Otherwise, the contact continues through a nurture sequence aimed at improving engagement and conversion.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Intercom detects a new message or ticket | Captures support or sales interest instantly | |
| Contact is created or updated in ActiveCampaign | Keeps your CRM data accurate | |
| Relevant tag is added | Helps segment and track chat-based leads | |
| Automation starts | Ensures immediate follow-up | |
| SMS message sent via D7 SMS | Moves chat to mobile for faster engagement | |
| Wait for reply | Allows real-time user response | |
| Positive reply creates a deal/task | creates a deal/task | Converts interest into action automatically |
| Negative or no reply continues nurture | Keeps potential leads engaged for future conversion |
SMS Message Variations
- Hi {{first_name}}, thanks for reaching out! We’ve moved our chat to SMS for quicker help. Reply HELP for support.
- Hey {{first_name}}, we received your chat message. Let’s continue here by text — reply HELP if you need assistance.
- Hello {{first_name}}! We got your message on chat. Text us back for faster support. Reply HELP anytime.
Who It Helps
- SaaS companies with live chat support
- E-commerce stores handling customer inquiries
- Service providers needing faster response times
- Sales teams using chat to qualify leads
Integrate Now
Boost engagement and never miss a chat set up your Intercom + D7 SMS automation today.