Intercom + Close Integrations

How to connect Intercom + Close

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When this happens...

Lead Added Email

Triggers when a Lead enters an email address.

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Add Address to Lead

Adds an address to a lead.

Popular Intercom + Close workflows

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Send new Intercom users to Close as leads
Intercom + Close
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When this happens
Step 1: New User
Then do this
Step 2: Create Lead
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Send new Intercom users to Close as leads
Send new Intercom users to Close as leads
Intercom + Close

Supported triggers and actions

What does this mean?

Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Tag Added to Lead
Triggers when a lead is tagged.
Trigger
Instant
Tag Added to Conversation
Triggers when a new tag is added to a conversation in Intercom.
Trigger
Instant

New Conversation
Triggers when a new conversation is created by a user in Intercom.
Trigger
Instant
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

New Company
Triggers when a new Company is created.
Trigger
Instant

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
Finds or creates a specific find company v2.
Scheduled
Action
Intercom
Finds or creates a specific find lead.
Scheduled
Action
Close
Triggers when a new call recording or voicemail is added to Close.
Instant
Trigger
Close
Triggers when a new Call is created or completed.
Instant
Trigger
Close
Triggers when a new contact is created.
Instant
Trigger
Close
Triggers when a Custom Activity is created or updated.
Instant
Trigger
Close
Triggers when a new incoming Email is created or an outgoing Email is sent.
Instant
Trigger
Close
Triggers when a new Export is created or completed.
Instant
Trigger
Close
Triggers when a new item appears in your Close inbox.
Instant
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 an email sequence, when an email sequence subscription is paused, when an email sequence subscription is resumed, or when an email sequence subscription is finished.
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 report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
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 an email sequence.
Scheduled
Action
Close
Creates a new 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 Email Sequence Subscription.
Scheduled
Action
Close
Updates an existing 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 email 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

How Intercom + Close Integrations Work

Step 1: Authenticate Intercom + Close.
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.

Connect apps

Connect Intercom + Close

About Intercom

Intercom is a customer communication platform that enables targeted communication with customers on your website, inside your web and mobile apps, and by email.

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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.

Learn More