• Agile CRM logoAgile CRM logo
  • Intercom logoIntercom logo

Agile CRM + Intercom Integrations

How to connect Agile CRM + Intercom

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  • Agile CRM triggers, actions, and search
    Changed Deal Milestone
    Triggers when a Deal reaches a specific milestone you choose.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    Changing Any Deal Milestone
    Changing any milestone in Agile CRM should be triggered.
    Trigger
    Instant
  • Agile CRM triggers, actions, and search
    New Case
    Triggers when a new case is added in Agile CRM.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is add in AgileCRM.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    New Deal
    Triggers when a new Deal is added in AgileCRM.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    New Event
    Triggers when a new event is created in Agile CRM.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    New Ticket
    Triggers when a new ticket is added in Agile CRM.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    New Task
    Triggers when a new task is added in the Agile CRM.
    Trigger
    Scheduled
  • Agile CRM

    Triggers when a tag is added to contact in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Subscribe to a Campaign.

    Scheduled

    Action

  • Agile CRM

    Add a Note to the Contact.

    Scheduled

    Action

  • Agile CRM

    Add Score to a Contact in the AgileCRM.

    Scheduled

    Action

  • Agile CRM

    Add Tag to a Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a New Company.

    Scheduled

    Action

  • Agile CRM

    Creates New Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a deal in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create event an event in Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Creates Ticket in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a Task for the Contact.

    Scheduled

    Action

  • Agile CRM

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    Scheduled

    Action

  • Intercom

    Triggers when a Lead enters an email address.

    Instant

    Trigger

  • Intercom

    Triggers when a lead converts to a user.

    Instant

    Trigger

  • Intercom

    Triggers when a new Lead is created.

    Instant

    Trigger

  • Intercom

    Triggers when a lead is tagged.

    Instant

    Trigger

  • Intercom

    Triggers when a new tag is added to a conversation in Intercom.

    Instant

    Trigger

  • Intercom

    Triggers when a new conversation is created by a user in Intercom.

    Instant

    Trigger

  • Intercom

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    Instant

    Trigger

  • Intercom

    Triggers when a new Company is created.

    Instant

    Trigger

  • Intercom

    Triggers when a new user is created.

    Instant

    Trigger

  • Intercom

    Triggers when a user is tagged.

    Instant

    Trigger

  • Intercom

    Triggers when a user unsubscribes from Intercom.io emails.

    Instant

    Trigger

  • Intercom

    Add a note to a user.

    Scheduled

    Action

  • Intercom

    Tags a user with an event that occurred.

    Scheduled

    Action

  • Intercom

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag from a specific company.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag on a specific lead.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag on a specific user.

    Scheduled

    Action

  • Intercom

    Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.

    Scheduled

    Action

  • Intercom

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    Scheduled

    Action

  • Intercom

    Update a user within Intercom given their e-mail address.

    Scheduled

    Action

  • Intercom

    Creates a new user in your Intercom app.

    Scheduled

    Action

  • Intercom

    Finds an existing company.

    Scheduled

    Action

  • Intercom

    Finds an existing Lead.

    Scheduled

    Action

  • Intercom

    Finds an existing user.

    Scheduled

    Action

  • Intercom

    Find or Create Company

    Scheduled

    Action

  • Intercom

    Find or Create Company

    Scheduled

    Action

  • Intercom

    Find or Create Lead

    Scheduled

    Action

How Agile CRM + Intercom Integrations Work

  1. Step 1: Authenticate Agile CRM and Intercom.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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intercom logo
intercom logo

About Intercom

Intercom is a customer communication platform that enables targeted communication with customers on your website, inside your web and mobile apps, and by email.

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