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How do I create a Person or Lead in Copper from Intercom?
How do I create a Person or Lead in Copper from Intercom?

Creating a new person or lead in Copper from within the Intercom Inbox

Colin Longworth avatar
Written by Colin Longworth
Updated over a week ago

When you open a conversation in Intercom, our app will automatically check if a Person or Lead exists. If they do not exist, you will be given the option of creating one:

Click Create Person or Lead, and on the next screen you will be given options for the creation process.

In this example, we are creating a Lead, who is a Potential Customer from the company Copper

Finally, click Create and if successful, you will get confirmation:

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