Capsule CRM + Intercom

Capsule CRM + Intercom integrations

Create or update Intercom users from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and Intercom users in sync with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create or update a user in Intercom. Save time, reduce manual data entry, and maintain accurate information between both platforms effortlessly.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create/Update UserUpdate a user within Intercom given their e-mail address.
ActionWrite

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More things you can do with Capsule CRM and Intercom

Discover other triggers and actions you can use with Capsule CRM and Intercom

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
Try It
New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
Try It
- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
Try It
New User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
Try It
- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
Try It
- Contact identifier type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
Try It
New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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