Connect Intercom in GrowSurf first

In Campaign Editor > 4. Options > Integrations, click Connect to Intercom, authorize the account, choose the Intercom tag GrowSurf should sync, and save the integration.

Pick one referral moment that is worth interrupting for

Referral prompts work best after a customer hits an activation milestone, finishes a successful support interaction, or reaches another value moment. Avoid showing the ask while the user is still dealing with friction.

Create the message in Intercom Outbound and add audience rules

Create a new chat or post message in Intercom Outbound, then add audience rules that use the GrowSurf data already synced onto the contact record.

• Target participants who have a share URL but zero awarded referrals.
• Create a separate prompt for customers who are close to their next milestone reward.
• Exclude people whose referral status already shows the outcome you are asking them to reach.

Send the CTA to the referral experience GrowSurf already manages

Use the prompt CTA to open your referral portal, referral page, or embedded GrowSurf widget. If you need to show a plain link in the copy, insert {{ custom_data.growsurf_share_url }} so the customer sees their personal share URL.

QA the prompt on a real participant

Preview the prompt for a participant who already exists in both GrowSurf and Intercom so you can confirm the audience rules, CTA destination, and personalized share link all work with live data.