Configuring

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Configuring

After installing the plugin, you can configure it to work with your form. You can configure the form with Intercom on a per-form basis.

To configure, follow these steps:

  • Navigate to Everest Forms > All Forms. You will see the list of all Everest forms.

  • Hover over the form you want to use to create leads on Intercom and click the Intercom row action.

  • Check the Enable Intercom subscription for this form option.

  • Select the subscription type

  • For each field, give the corresponding attribute name on Intercom. If this is a custom attribute check the “custom attribute” checkbox.

  • Save the form settings.
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