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Intercom + monday.com

Create or update Intercom leads from new monday.com board updates

Keep your sales team in the loop by streamlining your lead management process with this automation. Whenever there's a new update in a monday.com board, this workflow will create or update a lead in Intercom, ensuring your team has the most up-to-date information at all times. Stay organized and boost efficiency by integrating your project management and customer communication tools.

Keep your sales team in the loop by streamlining your lead management process with this automation. Whenever there's a new update in a monday.com board, this workflow will create or update a lead in Intercom, ensuring your team has the most up-to-date information at all times. Stay organized and boost efficiency by integrating your project management and customer communication tools.

  1. When this happens...
    monday.commonday.com
    New Update in Board

    Triggers when a new update is posted on a board.

    TriggerInstant
  2. automatically do this!
    IntercomIntercom
    Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
intercom logo
intercom logo

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.
Learn moreHelp

Related categories

  • Customer Support

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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