Connect Intercom in GrowSurf and choose the tag to sync

In Campaign Editor > 4. Options > Integrations, connect Intercom, authorize the account, select the Intercom tag you want GrowSurf to use, and save the integration.

Pick the first value moment that should unlock the referral ask

Add the referral step only after the user has completed the onboarding action that proves they understand the product. The prompt should feel like the next logical action, not like extra work.

Add the referral step to your Intercom onboarding series

In your onboarding series or entry rules, target recently activated users whose GrowSurf data shows they are participants but have not yet reached the referral outcome you care about.

Send the step to the GrowSurf referral experience

Use a button that opens the referral portal, referral page, or embedded widget you already run with GrowSurf. If a plain link is more helpful in the message body, use {{ custom_data.growsurf_share_url }}.

Branch onboarding by referral progress

• Show a first invitation to participants who have never shared.
• Show a milestone reminder to people who are close to the next reward.
• Skip the referral step for customers who already completed the referral goal.

Test the timing on live participant data

Preview the onboarding path against a participant who already exists in both GrowSurf and Intercom so you can confirm the entry rules, CTA, and personalization all match live data.