Intercom + NetSuite
Update records in NetSuite when new leads surface in Intercom
When a new lead lands inside your Intercom app, streamline your process with this workflow that updates your existing records in NetSuite. By connecting Intercom to NetSuite, you ensure that your client information stays current and consistent, saving you time and avoiding potential errors. Allowing for smooth data flow between the apps, this workflow helps you focus on nurturing new leads rather than spending time on data entry.
When a new lead lands inside your Intercom app, streamline your process with this workflow that updates your existing records in NetSuite. By connecting Intercom to NetSuite, you ensure that your client information stays current and consistent, saving you time and avoiding potential errors. Allowing for smooth data flow between the apps, this workflow helps you focus on nurturing new leads rather than spending time on data entry.
- When this happens...
New LeadTriggers when a new Lead is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update RecordUpdates an existing record. Supports standard and custom records.
ActionWriteCreate a new record or update an existing record in your app.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UpdatesRequired
Update sample
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact identifier typeRequired
Tag selection method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact TypeRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Association Note
CompanyRequired
Warning
Name
Website
Size
Monthly Revenue
Plan
Industry
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact identifier typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Tag NameRequired
Untag?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Description
State
Is Open
Snoozed Until
Assigned Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Created At
User ID
Full Name
IP Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Mode
Search Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Mode
Search Value
User Association Note
Company NameRequired
Plan
Size
Website
Industry
Custom Attributes
Monthly Revenue
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRecord TypeRequired
Internal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Limit
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Record TypeRequired
Source Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FileRequired
NameRequired
File TypeRequired
Description
Is Online
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Limit Number of Results
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new Ticket is created in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a Contact is updated in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Body
AuthorRequired
State
Parent Collection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Created at
Contact identifier typeRequired
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket typeRequired
Contact IDRequired
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Reply TypeRequired
Reply BodyRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FromRequired
ToRequired
Message TypeRequired
BodyRequired
Subject
Template
Create Conversation Without Contact Reply?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
Full Name
User ID
Company ID
Unsubscribed From Emails
Phone Number
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Match TypeRequired
Conversation Status
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Match TypeRequired
Ticket State
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStandard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecord TypeRequired
RecordRequired
File to attachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
RecordRequired
File to detachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
Internal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case Internal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your appStandard or Custom Record Type?Required
Select a Saved SearchRequired
Filter Info
Select Columns to Search
Enter Search Terms (Corresponding to Columns)
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Intercom
Related categories
About NetSuite
Related categories
Related Zap Templates
- Update records in NetSuite and simultaneously create or update users in Intercom
- Create new NetSuite records from new Intercom conversations
- Create records in NetSuite for new conversations in Intercom
- Create records in NetSuite for new Intercom users
- Update records in NetSuite when new leads are identified in Intercom
- Create NetSuite records for every new lead on Intercom
- Create or update NetSuite records when new tags are added to users in Intercom
- Update records in NetSuite when new leads are added to Intercom via email
- Update NetSuite records whenever new tags are added to users in Intercom
- Create new NetSuite records when tags are added to Intercom users
- Update records in NetSuite whenever new users are added in Intercom
- Create new NetSuite records from newly initiated Intercom conversations
- Create new NetSuite records for every new Intercom user
- Update NetSuite records when new companies are created in Intercom
- Create new records in NetSuite each time new leads are added via email in Intercom
- Create new records in NetSuite whenever tags are added to users in Intercom
- Create NetSuite records whenever new Intercom lead emails are added
- Create or update Intercom users for new NetSuite records
- Create new records in NetSuite each time there are new users in Intercom
- Create or update NetSuite records when new tags are added to Intercom leads
- Create new NetSuite records from new Intercom conversations
- Create new NetSuite records for each new Intercom user
- Update records in NetSuite and create or update users in Intercom
- Create NetSuite records whenever new tags are added to users in Intercom
- Update NetSuite records with new Intercom leads when an email is added
- Update NetSuite records when new tags are added to users in Intercom
- Create new records in NetSuite when tags are added to users in Intercom
- Update NetSuite records when new leads emerge in Intercom
- Create new NetSuite records when new leads are added to Intercom
- Create or update NetSuite records when new tags are added to Intercom users
- Manage new Intercom leads by creating or updating records in NetSuite
- Update records in NetSuite whenever new leads are added in Intercom via email
- Update NetSuite records when new tags are added to users in Intercom
- Create new records in NetSuite for each new lead email added in Intercom
- Update NetSuite records whenever new tags are added to users in Intercom
- Update records in NetSuite each time new leads are added via email in Intercom
- Update NetSuite records whenever new leads emerge in Intercom
- Create or update NetSuite records for every new lead in Intercom
- Create new NetSuite records from new Intercom leads
Related Zap Templates
- Update records in NetSuite and simultaneously create or update users in Intercom
- Create records in NetSuite for new Intercom users
- Create or update NetSuite records when new tags are added to users in Intercom
- Create new NetSuite records when tags are added to Intercom users
- Create new NetSuite records for every new Intercom user
- Create new records in NetSuite whenever tags are added to users in Intercom
- Create new records in NetSuite each time there are new users in Intercom
- Create new NetSuite records for each new Intercom user
- Update NetSuite records with new Intercom leads when an email is added
- Update NetSuite records when new leads emerge in Intercom
- Manage new Intercom leads by creating or updating records in NetSuite
- Create new records in NetSuite for each new lead email added in Intercom
- Update NetSuite records whenever new leads emerge in Intercom
- Create new NetSuite records from new Intercom conversations
- Update records in NetSuite when new leads are identified in Intercom
- Update records in NetSuite when new leads are added to Intercom via email
- Update records in NetSuite whenever new users are added in Intercom
- Update NetSuite records when new companies are created in Intercom
- Create NetSuite records whenever new Intercom lead emails are added
- Create or update NetSuite records when new tags are added to Intercom leads
- Update records in NetSuite and create or update users in Intercom
- Update NetSuite records when new tags are added to users in Intercom
- Create new NetSuite records when new leads are added to Intercom
- Update records in NetSuite whenever new leads are added in Intercom via email
- Update NetSuite records whenever new tags are added to users in Intercom
- Create or update NetSuite records for every new lead in Intercom
- Create records in NetSuite for new conversations in Intercom
- Create NetSuite records for every new lead on Intercom
- Update NetSuite records whenever new tags are added to users in Intercom
- Create new NetSuite records from newly initiated Intercom conversations
- Create new records in NetSuite each time new leads are added via email in Intercom
- Create or update Intercom users for new NetSuite records
- Create new NetSuite records from new Intercom conversations
- Create NetSuite records whenever new tags are added to users in Intercom
- Create new records in NetSuite when tags are added to users in Intercom
- Create or update NetSuite records when new tags are added to Intercom users
- Update NetSuite records when new tags are added to users in Intercom
- Update records in NetSuite each time new leads are added via email in Intercom
- Create new NetSuite records from new Intercom leads