Close + Intercom + Gmail Integrations
How to connect Close + Intercom + Gmail
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Do even more with Close + Intercom + Gmail
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Close, Intercom, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
New Call RecordingTriggers when a new call recording or voicemail is added to Close.Trigger- New CallTriggers when a new Call is created or completed.Trigger
- New Contact in Contact Smart ViewTriggers when a new Contact is added to a Contact Smart View.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New or Updated Custom ActivityTriggers when a Custom Activity is created or updated.Trigger
- New EmailTriggers when a new incoming Email is created or an outgoing Email is sent.Trigger
- New ExportTriggers when a new Export is created or completed.Trigger
- New Inbox ItemTriggers when a new item appears in your Close inbox.Trigger
- Close
Triggers when a new lead is created.
Instant
Trigger
- Close
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Instant
Trigger
- Close
Triggers when a new lead is added to a search query or Smart View.
Scheduled
Trigger
- Close
Triggers when a Meeting is scheduled, started, completed, or canceled.
Instant
Trigger
- Close
Triggers when a new membership is added to or removed from your Close organization.
Instant
Trigger
- Close
Triggers when a new event is created.
Instant
Trigger
- Close
Triggers when a new Note is created.
Scheduled
Trigger
- Close
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Instant
Trigger
- Close
Triggers when a new opportunity is added.
Instant
Trigger
- Close
Triggers when a contact is subscribed to a sequence, when a sequence subscription is paused, resumed, finished, has reached its goal, or has encountered an error.
Instant
Trigger
- Close
Triggers when a new inbound SMS is created or an outbound SMS is sent.
Instant
Trigger
- Close
Triggers when a new task is created or completed.
Instant
Trigger
- Close
Adds an address to a lead.
Scheduled
Action
- Close
Delete logged call.
Scheduled
Action
- Close
Delete an email on a lead.
Scheduled
Action
- Close
Deletes a single email address from an existing contact.
Scheduled
Action
- Close
Exports an activity overview or an activity comparison report to a CSV file.
Scheduled
Action
- Close
Merges one lead into another lead.
Scheduled
Action
- Close
Runs an activity overview report for your organization.
Scheduled
Action
- Close
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Scheduled
Action
- Close
Creates a new bulk email.
Scheduled
Action
- Close
Creates a new bulk sequence subscription action.
Scheduled
Action
- Close
Creates a new call.
Scheduled
Action
- Close
Creates a new Contact.
Scheduled
Action
- Close
Creates a new Custom Activity.
Scheduled
Action
- Close
Creates a new email.
Scheduled
Action
- Close
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Scheduled
Action
- Close
Invites a user to join your Close organization.
Scheduled
Action
- Close
Creates a New Lead
Scheduled
Action
- Close
Creates a new note.
Scheduled
Action
- Close
Find the total number of leads in a given query.
Scheduled
Action
- Close
Runs an Opportunity Funnel report for your organization.
Scheduled
Action
- Close
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.
Scheduled
Action
- Close
Creates a new opportunity.
Scheduled
Action
- Close
Runs a sent email report for your organization.
Scheduled
Action
- Close
Subscribes a contact to a sequence.
Scheduled
Action
- Close
Creates a new Lead Smart View.
Scheduled
Action
- Close
Creates a new SMS.
Scheduled
Action
- Close
Runs a status change report for your organization.
Scheduled
Action
- Close
Creates a new Task.
Scheduled
Action
- Close
Select a random user from your organization.
Scheduled
Action
- Close
Turn on and off call forwarding for a specific number.
Scheduled
Action
- Close
Updates an existing Call.
Scheduled
Action
- Close
Updates an existing Contact.
Scheduled
Action
- Close
Updates an exisiting Custom Activity.
Scheduled
Action
- Close
Updates an existing Lead.
Scheduled
Action
- Close
Updates an existing Note.
Scheduled
Action
- Close
Updates an existing Opportunity.
Scheduled
Action
- Close
Updates an existing Sequence Subscription.
Scheduled
Action
- Close
Updates an existing Lead Smart View.
Scheduled
Action
- Close
Updates an existing Task.
Scheduled
Action
- Close
Find an existing call.
Scheduled
Action
- Close
Find a Connected Account you can use to send emails.
Scheduled
Action
- Close
Finds an existing contact.
Scheduled
Action
- Close
Finds an existing Custom Activity.
Scheduled
Action
- Close
Find an existing lead.
Scheduled
Action
- Close
Find an existing note.
Scheduled
Action
- Close
Find an existing Opportunity.
Scheduled
Action
- Close
Find an existing sequence subscription.
Scheduled
Action
- Close
Find an existing task.
Scheduled
Action
- Close
Find an existing Close user.
Scheduled
Action
- Close
Find or Create Contact
Scheduled
Action
- Close
Find or Create Custom Activity
Scheduled
Action
- Close
Find or Create Lead
Scheduled
Action
- Close
Find or Create Note
Scheduled
Action
- Close
Find or Create Opportunity
Scheduled
Action
- Close
Find or Create Task
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
- Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
- Gmail
Triggers when you add a new label.
Scheduled
Trigger
- Gmail
Triggers when you label an email.
Scheduled
Trigger
- Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
- Gmail
Triggers when a new thread starts.
Scheduled
Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
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How Close + Intercom + Gmail Integrations Work
- Step 1: Authenticate Close, Intercom, and Gmail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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