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Microsoft Excel + Intercom

Add new Intercom leads to Microsoft Excel rows automatically with every lead added email

Streamline your lead management process with this workflow. When a new lead is added in Intercom, this automation will create a new row in your Microsoft Excel sheet. This ensures that all your lead information is organized and easily accessible, thereby improving efficiency and keeping your customer relations seamless.

Streamline your lead management process with this workflow. When a new lead is added in Intercom, this automation will create a new row in your Microsoft Excel sheet. This ensures that all your lead information is organized and easily accessible, thereby improving efficiency and keeping your customer relations seamless.

  1. When this happens...
    IntercomIntercom
    Lead Added Email

    Triggers when a Lead enters an email address.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New 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).

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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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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