Connect Intercom to Yotpo Loyalty and automate your tasks

Why integrate Intercom with Yotpo Loyalty

The Intercom to Yotpo Loyalty integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Give your support team full Shopify context on every conversation

When a customer starts a conversation in Intercom, MESA pulls their Shopify order history, tags, and customer details into the thread. Your team responds with the full picture without switching between tools to find it.

Create and update Shopify customer records from Intercom conversations

When a new contact is created or a key detail is captured in Intercom, MESA writes it to the corresponding Shopify customer record. Your store and your support platform share a single view of every customer without periodic reconciliation.

Trigger Intercom messages from Shopify order and fulfillment events

When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA sends the signal to Intercom and triggers the right message to the customer. Your proactive outreach runs on what actually happens in your store, not on a fixed schedule.

Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Intercom and Yotpo Loyalty automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer
• Perk

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

• Topic
• Name
• Email
• Customer

Customer Anniversary Occurred

Starts on a customer’s anniversary.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Customer Birthday Captured

Starts when a customer establishes their birthday.

• Topic
• Name
• Email
• Customer

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Loyalty Donation Created

Starts when a loyalty donation is created.

• Topic
• Name
• Redemption
• At Checkout
• Is Pos
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Email
• Customer

Loyalty Opted In / Out

Starts when a customer opts in or out of a loyalty program.

• Topic
• Name
• Email
• Customer

On Customer's Birthday

Starts on a customer's birthday.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Points Changed

Starts when a customer’s points are modified.

• Topic
• Name
• Email
• Customer
• Previous Balance
• Current Balance
• Difference
• Added Or Removed
• Points Changed Reason

Points Earned

Starts when a customer earns points.

• Topic
• Name
• Email
• Customer
• Perk

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

• Topic
• Name
• Email
• Customer
• Points Needed
• Redemption Option

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

• Topic
• Name
• Point Redemption ID
• Reward Text
• Customer

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

• Topic
• Name
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Number Of Unused Codes

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

• Topic
• Name
• Email
• Customer
• Redemption Option

Referral Completed

Starts when a referral has been used.

• Topic
• Name
• Perk
• Email
• Referrer
• Referral Code
• Referred Customer

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase in.

• Topic
• Name
• Email
• Referral Link
• Referral Code
• From
• Customer

Referral Shared

Starts when a customer shares a referral.

• Topic
• Name
• Email
• From
• Customer
• Referral Link

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

• Topic
• Name
• Email
• Customer
• Vip Stats
• Vip Stats Needed Maintain
• Vip Stats Needed Next

Tier Earned

Starts when a customer meets the requirement for a new tier.

• Topic
• Name
• Email
• Customer
• New Tier
• Old Tier

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

• Topic
• Name
• Email
• Customer
• Old Tier
• New Tier

Admin Initiated Message to User

Starts when an admin initiates a message to a user.

• Type
• Conversation ID
• Created At
• Updated At
• Conversation Source
• Conversation Contacts
• Assigned Admin
• Assigned Team
• State
• Priority
• Tags
• Custom Attributes

Contact Archived

Starts when a contact is archived.

• Contact ID
• Object Type
• Archived
• Archived At

Contact Deleted

Starts when a contact is deleted.

• Contact ID
• Object Type
• Deleted
• Deleted At
• Workspace ID
• External ID
• Email Address
• Name

Contact Email Updated

Starts when a contact's email is updated.

• Type
• Contact ID
• Workspace ID
• External ID
• Role
• Email Address
• Phone Number
• Name
• Avatar
• Owner
• Created At
• Updated At
• Signed Up At
• Last Seen At
• Location
• Custom Attributes
• Tags

Contact User Created

Starts when a contact user is created.

Contact User Updated

Starts when a contact user is updated.

Conversation Closed

Starts when a conversation is closed.

Conversation Opened

Starts when a conversation is opened.

Conversation Read

Starts when a conversation is read.

Message Received from User or Lead

Starts when a message is received from a user or lead.

• Message Type
• Message ID
• Conversation ID
• Message Content
• Message Channel
• Created At
• Message Author

Note Added to Conversation

Starts when a note is added to a conversation.

Reply Received from User or Lead

Starts when a user replies to a conversation.

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