The moment it happens

Get an email when a lead signs up

When a lead becomes a user, you get their name, company and where they came from.

Runs: The moment it happens
Apps: Intercom
AI: Not needed
Access: read contacts

Send this to your assistant

Create a ClickRuntime automation: when an Intercom lead signs up and becomes a user, email me their name, company and source.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Your sales team works leads in Intercom, chatting with website visitors and nurturing them with messages. Then one signs up for a trial and becomes a user, and the change is quiet: the contact's type switches and that is all. The rep who spent a week on the lead has no idea, so they keep sending lead-stage nudges to a person who already signed up, and nobody welcomes them personally at the moment they are most interested.

When Intercom records that a lead has become a user, ClickRuntime receives the event, fetches the contact, and emails you the name, company and source of the signup. You find out as it happens, with enough detail to know who they are and how they arrived.

Sales and customer success teams that follow up personally on new signups get the most from it.

What you get out of it

Welcome messages arrive at the right moment
A personal hello right after signup, when someone is exploring the product, is the best time to offer help. Waiting a few days means the newcomer has either found their way or lost interest.
Reps stop nudging people who already converted
Sending sales follow-ups to someone who has signed up is awkward and wastes their goodwill. Knowing about the conversion lets you remove them from lead sequences before the next message goes out.
Marketing sees which sources convert
The notification includes where the signup came from. Over weeks, you see which campaigns, pages or referrals turn leads into users, and can invest in the sources that actually produce customers.
High-value signups get priority
If the company name suggests a large account, a rep can take over personally. Noticing a promising signup immediately is easier than finding it later in a list. A signup from a recognizable company can be handed to an account executive within the hour.
A simple record of conversion timing
The emails create a dated history of conversions. Looking at how long leads take to become users, week by week, helps you judge whether your nurture messages are actually shortening the path.

How it works

What happens, step by step

When an Intercom lead signs up and becomes a user, ClickRuntime picks it up straight away.
It looks up their contact record.
You get an email with their name, company and where they signed up from.

Before it runs live

Connect Intercom
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Get an email when a lead signs upjust nowSucceeded

Email · Lead signed upLead signed up: Dana Ortiz Company: Northwind · Source: pricing-page

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Intercom steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

lead_converted_to_user_notification.pyexample

from clickruntime import on_event, notify

@on_event
def handle(event):
    body = event.json or {}
    if body.get("topic") != "contact.lead.signed_up":
        return {"sent": False}
    c = body["data"]["item"]
    companies = (c.get("companies") or {}).get("data") or []
    attrs = c.get("custom_attributes") or {}
    notify.email_me(f"Lead signed up: {c.get('name') or c.get('email')}",
                    f"Name: {c.get('name')}\nEmail: {c.get('email')}\n"
                    f"Company: {companies[0].get('name') if companies else '-'}\nSource: {attrs.get('source') or c.get('utm_source') or '-'}")
    return {"sent": True}

FAQ

Common questions

How does Intercom separate a lead from a user?

In Intercom, a lead is an anonymous or unconfirmed visitor you have chatted with, while a user is a contact who has signed up or been identified in your product. The alert fires when a contact moves from lead to user.

Which details are in the email?

The email includes the contact's name, company and the source of the signup that Intercom has on record, such as a campaign or referring page. If you capture custom attributes like plan or country, you can ask for those to be included too.

Can the notice go to the account owner instead of me?

Yes. The email can be sent to the teammate assigned to the contact, to a sales channel, or to a group. Tell your AI assistant who should receive it, or whether routing should depend on the contact's company size or region.

What permissions does it need?

read contacts. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens