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7 ways to automate Intercom with Zapier

Take your customer service to the next level

By Daniel Kenitz · December 20, 2024
Hero image with the Intercom logo connected by dots to the logos of Salesforce, Google Sheets, and Slack

The happier the customer, the happier your bottom line. That goes without saying. But keeping customers from churning (and staying loyal to your brand) is often the hardest part of your customer support team's job. They have to work quickly and efficiently to resolve issues, provide real-time assistance, and ensure every interaction leaves a positive impression on the customer.

Things get a lot easier with Intercom, a customer support tool that lets customers and prospects chat with your team in real time, helping you scale and solve issues or requests as they happen. 

And when you pair Intercom with Zapier, you can streamline and scale your support processes even further.  Zapier's automated workflows—called Zaps—allow you to connect Intercom to the other business-critical apps you use every day. That way, you can route tickets to the right teams, analyze conversations, and more—automatically. Here's how.

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Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Route tickets to the right teams

The faster your team is notified about Intercom activity, the faster they can respond. From handling new tickets to following up with customers, speed-to-response is key to improving customer satisfaction and maintaining efficient support operations.

But you won't want to spend all your time checking Intercom for updates. Instead, you can use these Zaps to send new tickets and customer activity to apps like Slack or Zendesk. That way, you're reaching the right teams where they spend most of their time—automatically.

Send channel messages in Slack for new Intercom tickets

  • Intercom logo
  • Slack logo
Intercom + Slack
More details
    Keep your team informed instantly with this integration. Whenever a new ticket is created in Intercom, a message is automatically sent to a designated Slack channel. This ensures prompt attention and efficient resolution of customer inquiries, improving overall team responsiveness and customer satisfaction.

    Create Zendesk tickets from new Intercom tickets

    • Intercom logo
    • Zendesk logo
    Intercom + Zendesk
    More details
      Streamline your support process by syncing new Intercom tickets with Zendesk. When a new ticket is created in Intercom, this integration automatically generates a corresponding ticket in Zendesk. This ensures that your support team can manage and respond to customer inquiries efficiently across both platforms, enhancing service coordination and response times.

      Send reminders for updated Intercom tickets

      • Intercom logo
      • Gmail logo
      Intercom + Gmail
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        Never miss an important ticket update with this integration. When a ticket is updated in Intercom, an email reminder is automatically sent via Gmail. That way, you can send automated follow-up reminders to support agents to check in on tickets that have been updated but not resolved within a certain timeframe.

        Send Microsoft Teams channel messages for new Intercom conversations

        • Intercom logo
        • Microsoft Teams logo
        Intercom + Microsoft Teams
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          Stay updated on new conversations in Intercom by sending messages directly to your Microsoft Teams channel. With this automation, you'll no longer need to manually check for new conversations in Intercom. As soon as a new conversation occurs in Intercom, a channel message will be shared in your Microsoft Teams, keeping your team in the loop and allowing for swift collaboration and response.

          Connect Intercom to your CRM or email marketing app

          While Intercom may be your first touch point with a customer, it shouldn't be your last. And depending on the size and complexity of your business, multiple people may interact with a customer at different points along their journey with your service or product. 

          Keep your tools in sync by connecting Intercom with your email marketing apps and customer relationship management (CRM) tools. That way, you can ensure each customer gets the right follow-up and keep their information updated and in sync across platforms.

          Add new Intercom users to Mailchimp

          • Intercom logo
          • Mailchimp logo
          Intercom + Mailchimp
          More details
            Keep your mailing lists healthy and updated without breaking a sweat using this Intercom-Mailchimp integration. This Zap will automatically add new Intercom users to the Mailchimp list of your choice after it is set up so you're free to focus on customer service, not data entry.

            Create new HubSpot tickets when tags are added to Intercom conversations

            • Intercom logo
            • HubSpot logo
            Intercom + HubSpot
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              Effortlessly manage customer communication with this workflow. When a new tag gets added to a conversation in Intercom, the process will facilitate the creation of a corresponding ticket in HubSpot. This automation simplifies tracking and responding to customer inquiries while providing an efficient way to keep both Intercom and HubSpot updated with important customer interactions.

              Create new Intercom users from new Salesforce leads

              • Salesforce logo
              • Intercom logo
              Salesforce + Intercom
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                Keep track of new leads in your customer messaging software automatically! Zapier will create new users in Intercom as new leads are created in Salesforce.

                Create ActiveCampaign contacts for newly added lead emails in Intercom

                • Intercom logo
                • ActiveCampaign logo
                Intercom + ActiveCampaign
                More details
                  Your time is too precious to copy and paste contact details from one platform to another. Let us handle the job for you. Set up this integration, and we'll create ActiveCampaign contacts for lead emails newly added to Intercom. You'll have all your leads in your subscriber list without having to do any tedious work.

                  Connect Intercom with your form app

                  Maybe you like to keep it old school with a tried-and-true form. Form apps like Typeform or Webflow can be great lead generators, particularly for businesses with an impressive web presence. The trick is getting that customer information from a web form into a customer service app like Intercom in a timely fashion—especially when you have a high volume of leads.

                  There are simple Zaps for linking form submission apps with Intercom. Visitors on your website can quickly convert into Intercom leads, where they'll enter your internal Intercom customer funnel. Or you can use a new entry within Typeform to send a message to you via Intercom, connecting your backend with your customer-facing communications. 

                  To give your communications a little more modern-era digital oomph, you can also set Intercom to add or remove tags based on the data in form entries. That way, entries sort themselves into highly specific segments, making it easier to craft specific responses at scale.

                  Add new Intercom users from Typeform form entries

                  • Typeform logo
                  • Intercom logo
                  Typeform + Intercom
                  More details
                    Whenever anyone fills out a form to get more info about your company, you can have them automatically added to your Intercom CRM account as new users with this integration.

                    Create or update Intercom users for new submissions to a Webflow form

                    • Webflow logo
                    • Intercom logo
                    Webflow + Intercom
                    More details
                      Getting some Intercom contact data from Webflow forms? Don't bother moving it along yourself—use this Webflow Intercom integration and we'll do it for you. It will trigger with every new submission on Webflow once it's been set up, either creating or updating a user on Intercom with the information you need.

                      Tag Intercom users for new Typeform entries

                      • Typeform logo
                      • Intercom logo
                      Typeform + Intercom
                      More details
                        If you use Typeform to capture data from a subset of your user base, this Typeform Intercom integration is right up your alley. Set up it, and from then on, whenever there is a new Typeform entry, the matching Intercom user will be tagged according to your settings, allowing you to easily identify them without having had to manually enter the data.

                        Create or update Intercom users from new Unbounce form submissions

                        • Unbounce logo
                        • Intercom logo
                        Unbounce + Intercom
                        More details
                          Keep your Intercom user data up-to-the-minute and save time with this Unbounce-Intercom integration. Once you activate it, whenever you receive a new submission to your Unbounce form, Zapier automation will update a user in Intercom or create a new user if no matching email is found.

                          Connect Intercom with Google Sheets

                          Big data benefits big decisions, but what do you do when you need to see all your raw customer data in one place? Maybe you want to view how many customers belong to a specific tag so you can start brainstorming new email campaigns. Or maybe you want a log of all your customer conversations that happen in Intercom so you can analyze them and create customer profiles.

                          The solution is connecting Intercom with Google Sheets using Zapier. Every time a new user is logged by Intercom, you can set Google Sheets to create a new spreadsheet row that automatically populates with all their relevant information. There's no copying and pasting with this method, no clicking "save," no saving to a USB. It all happens automatically, setting you up for a seamless experience.

                          Add new rows on Google Sheets for new users on Intercom

                          • Intercom logo
                          • Google Sheets logo
                          Intercom + Google Sheets
                          More details
                            New an easy way to add users from Intercom into a spreadsheet for archiving or additional triggers? Look no further! This Intercom-Google Sheets integration will be triggered with every new user you add to Intercom, storing them on Google Sheets as a new row. No more manual entry!

                            Log Intercom conversations in Google Sheets

                            • Intercom logo
                            • Google Sheets logo
                            Intercom + Google Sheets
                            More details
                              Automatically log and organize your customer interactions with this integration. When a conversation is closed in Intercom, a new row is created in a Google Sheets spreadsheet. This ensures all your closed conversations are documented, making it easier to track and analyze customer interactions over time, improving record-keeping and data analysis.

                              Or, if you want to add a lot of customer data to Intercom quickly, you can also run the process in reverse. Export a customer list to Google Sheets, then set Zapier to add Intercom users from the information in those rows.

                              Add Intercom users from new Google Sheets rows

                              • Google Sheets logo
                              • Intercom logo
                              Google Sheets + Intercom
                              More details
                                Whether you're using a Google Form to gather new leads or tracking them manually, this Google Sheets-Intercom integration will populate your communications platform for you — no more copy-pasting! Whenever a new row is added on Google Sheets, it will trigger, automatically sending over all the details you define and either creating a contact or updating an existing match on Intercom

                                Gather feedback and analyze conversations

                                Once you've helped a customer out—whether that's by solving a product issue or by answering specific questions—you'll want to know how you did. Gathering feedback from your customers can give you valuable insights into the way your brand is perceived and help you pinpoint any areas for improvement. 

                                Automation can help you streamline this process. The moment you close out customer conversations in Intercom, these Zaps will automatically send them a customer feedback survey while the experience is still fresh in their minds. 

                                Send Delighted surveys to customers when conversations end in Intercom

                                • Intercom logo
                                • Delighted logo
                                Intercom + Delighted
                                More details
                                  Ensure continuous improvement by gathering customer feedback seamlessly. When a conversation is closed in Intercom, this integration automatically sends an email survey via Delighted. This helps you capture valuable insights from customers about their experience, allowing your team to address issues and enhance service quality.

                                  Send SurveyMonkey surveys to Intercom users

                                  • Intercom logo
                                  • SurveyMonkey logo
                                  Intercom + SurveyMonkey
                                  More details
                                    Enhance customer feedback collection with this integration. When a conversation is closed in Intercom, a survey is automatically sent via SurveyMonkey. This helps you gather valuable insights on customer satisfaction and service quality, enabling your team to make informed improvements and provide better support.

                                    Want to skip the surveys altogether? You can also use AI to analyze customer conversations for sentiment, key topics, and overall satisfaction, without needing to directly ask any humans for feedback. 

                                    These Zaps cover that whole process automatically—from sending customer conversations to ChatGPT and delivering the analysis in tools like Google Sheets or Slack. 

                                    Analyze Intercom customer conversations with ChatGPT

                                    • Intercom logo
                                    • ChatGPT (OpenAI) logo
                                    • Google Sheets logo
                                    Intercom + ChatGPT (OpenAI) + Google Sheets
                                    More details
                                      Automatically analyze customer sentiment and organize insights with this integration. When a conversation is closed in Intercom, the text is analyzed for sentiment using ChatGPT, and the results are logged in a Google Sheets spreadsheet. This streamlined process helps you track customer feedback and satisfaction, enabling data-driven decisions to enhance customer support.

                                      Use AI to enrich Intercom leads

                                      Of course, you shouldn't just be using Intercom to handle support issues that pop up. You can also use it as a lead magnet for anyone who lands on your website and has questions about your product. Once a prospect has shown interest, you'll likely pass them over to a member of your sales team. Simple, right? Well, it probably helps to give sales as much context as possible about that prospect before they start reaching out. That way, they can personalize their approach and build a stronger connection right from the get-go. 

                                      By using AI-powered tools (like Clay or ChatGPT), you can automatically enrich lead profiles with valuable details—like company information, recent interactions, or key insights—before handing them off to sales. This ensures your team is equipped with the information they need to engage effectively and close deals faster. Here are a few Zap templates to get you started: 

                                      Enrich Intercom companies with AI-generated information

                                      • Intercom logo
                                      • ChatGPT (OpenAI) logo
                                      • Salesforce logo
                                      Intercom + ChatGPT (OpenAI) + Salesforce
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                                        Need better insights on new companies in Intercom? This Zap automatically sends company details to ChatGPT for AI-powered analysis, then logs the enriched information as a note in Salesforce. Streamline your process and ensure your sales team has the context they need to close deals faster.

                                        Enrich Intercom companies with Clay and notify a Slack channel

                                        • Intercom logo
                                        • Clay logo
                                        Intercom + Clay
                                        More details
                                          Keep your team updated on new companies in Intercom with this automation. When a new company is added to Intercom, this Zap enriches the data using Clay and creates a record in a Clay table and sends a notification to a Slack channel. Stay organized and ensure your team is always in the loop.

                                          Create notes in Pipedrive with lead enrichment from Intercom companies

                                          • Intercom logo
                                          • ChatGPT (OpenAI) logo
                                          • Pipedrive logo
                                          Intercom + ChatGPT (OpenAI) + Pipedrive
                                          More details
                                            Enhance your sales pipeline with enriched lead data. When a new company is added to Intercom, this Zap sends the details to ChatGPT for analysis and creates a note in Pipedrive with the AI-generated insights. Equip your sales team with the context they need to close deals more effectively.

                                            Use webhooks with Intercom

                                            Zapier has thousands of apps ready for automation, but there may be an app you use that doesn't have an integration quite yet. When that happens, you can use webhooks to integrate other apps with Intercom. Think of webhooks as the duct tape of the digital world: they connect almost anything.

                                            If you have a tool that connects to webhooks but not Intercom, you can let webhooks serve as the go-between. Here are a few workflows to get you started:

                                            Update intercom users from newly-caught webhooks

                                            • Webhooks by Zapier logo
                                            • Intercom logo
                                            Webhooks by Zapier + Intercom
                                            More details
                                              Having accurate personal information or full context doesn't mean updating the same contacts regularly. Once active, this integration will do it for you. You'll set up a custom webhook URL; any payload it catches will be sent to Intercom, and Zapier will use the data to automatically update an Intercom user for you, or create a new one if no match is found.

                                              Create Intercom leads from caught hooks

                                              • Webhooks by Zapier logo
                                              • Intercom logo
                                              Webhooks by Zapier + Intercom
                                              More details
                                                Stop spending your valuable time copying and pasting lead info. With this integration, caught hooks will generate Intercom leads. Now, you'll have all your leads exactly where they need to be, with no extra work.

                                                Personalized communications, faster responses, better customer service

                                                If an app doesn't integrate into your business, it loses value. You need fast, responsive, and personalized automation built into your existing systems to make the most of your customer service platforms.

                                                Use Intercom along with your favorite apps to segment your customers, absorb new leads, and keep your team in the loop every time a customer has an issue. Even as your business scales, your existing team can handle new levels of attention and interest without missing a beat.

                                                And this is just the start of what you can do with Intercom and Zapier. What will you automate first?

                                                This article was originally published in September 2020, written by Nick Moore, with previous updates by Daniel Kenitz. It was most recently updated in December 2024 by Elena Alston.

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                                                A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'