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Quickly connect Close to Intercom with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Close with Intercom - no code necessary. See how you can get setup in minutes.
Select a trigger from Close
Setup an action from Intercom
That’s it! You just connected Close to Intercom
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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.
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.
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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.
