Microsoft Excel + Intercom
Add rows in Microsoft Excel for every new lead in Intercom
Streamline your lead management process with this efficient, time-saving workflow. When a new lead is reported in Intercom, it will create a new row in a designated Microsoft Excel spreadsheet. This automation ensures no leads get missed and helps you maintain an accurate, up-to-date record of all potential clients which you can use for your marketing efforts.
Streamline your lead management process with this efficient, time-saving workflow. When a new lead is reported in Intercom, it will create a new row in a designated Microsoft Excel spreadsheet. This automation ensures no leads get missed and helps you maintain an accurate, up-to-date record of all potential clients which you can use for your marketing efforts.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
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Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew Closed Conversation
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).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
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