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Zapier makes it easy to integrate Close with Intercom - no code necessary. See how you can get setup in minutes.
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Close
Close
1. Choose trigger event
Intercom
Intercom
2. Choose action
1. Select the event
Setup
Test
Close
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Recording" from Close.
Add your action
An action happens after the trigger—such as "Add Note" in Intercom.
You’re connected!
Zapier seamlessly connects Close and Intercom, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Create a new record or update an existing record in your app.
Title
Required
Description
Body
Author
Required
State
Parent Collection
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event name
Required
Created at
Contact identifier type
Required
Metadata
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket type
Required
Contact ID
Required
Company ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Reply Type
Required
Reply Body
Required
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
From
Required
To
Required
Message Type
Required
Body
Required
Subject
Template
Create Conversation Without Contact Reply?
Action
This is an event a Zap performs.
Write
Create 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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lookup Email
Required
Full Name
User ID
Company ID
Unsubscribed From Emails
Phone Number
Created At
IP Address
Custom Attributes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search Field
Required
Match Type
Required
Conversation Status
Updated After
Updated Before
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Match Type
Required
Ticket State
Updated After
Updated Before
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Mode
Required
Search Value
Required
Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Close and Intercom with AI agents and code
Beyond Zap workflows. Call Close and Intercom actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Close and Intercom actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Address to Lead
Add Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Close and Intercom to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Close on the Zapier blog
Learn how to automate Intercom on the Zapier blog
Make work flow with AI
Level up your Close to Intercom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Close + Intercom integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and Intercom
How can I set up an integration between Close and Intercom?
You can set up an integration between Close and Intercom using our platform by creating automated workflows called Zaps. First, you'll need to select a trigger event in Close, such as a new lead or updated lead status. Then, choose an action in Intercom, like creating or updating a conversation. Once the Zap is turned on, it will automatically run every time the trigger event occurs.
What triggers are available for Close when integrating with Intercom?
When integrating Close with Intercom, triggers such as 'New Lead,' 'Updated Lead,' and 'New Activity' in your Close account can be used to automate various actions in Intercom. Select the appropriate trigger depending on what updates you want to send to Intercom.
What actions can be performed in Intercom with data from Close?
By integrating Close with Intercom, you can perform actions such as creating new conversations, updating existing conversations, or adding notes in Intercom whenever there are changes detected in your Close account based on selected triggers.
Can I update an existing contact in Intercom when there is a lead update in Close?
Yes, through our integration platform you can automate updates of existing contacts in Intercom whenever there's a change or update to leads in your Close system by setting 'Updated Lead' as the trigger.
Is it possible to send newly created contacts from Close to Intercom automatically?
Absolutely! When you use the 'New Lead' trigger from your Close account, you can set up the action to create new contacts automatically in your Intercom system.
How do we handle duplicate data when syncing leads from Close to Intercom?
Our platform allows you to set filters and conditions within your Zaps. This means you can configure them to check for duplicate entries before performing any action inside of Intercom ensuring that data remains clean and organized.
Are there limitations on how frequently data is synced between Close and Intercom?
We operate Zaps which routinely check for trigger events every 5 to 15 minutes depending on your subscription plan. While this provides near-real-time updates between Close and Intercom, bear in mind that actual timing may vary slightly due to server load at peak times.
About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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.
