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Intercom + Microsoft Dynamics 365 CRM

Intercom + Microsoft Dynamics 365 CRM

Intercom + Microsoft Dynamics 365 CRM integrations

Tag new leads in Intercom when created in Microsoft Dynamics 365 CRM

Effortlessly manage your leads in both Microsoft Dynamics 365 CRM and Intercom with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will apply or remove a specified tag on the corresponding lead in Intercom, ensuring your data stays consistent and organized across platforms. Stay on top of your leads' status and communication in a time-saving and efficient manner.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Tag to Contact
    Add Tag to Contact
    Add Tag to ContactAdd a Tag to a specific Intercom Contact.
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More things you can do with Microsoft Dynamics 365 CRM and Intercom

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Intercom

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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