Intercom + Revamp CRM Integrations

How to connect Intercom + Revamp CRM

Zapier lets you send info between Intercom and Revamp CRM automatically—no code required.

When this happens...

Lead Added Email

Triggers when a Lead enters an email address.

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Create Deal

Creates a new Deal.

Popular Intercom + Revamp CRM workflows

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Create Revamp CRM notes for newly finished chats in Intercom
Intercom + Revamp CRM
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When this happens
Step 1: New Closed Conversation
Then do this
Step 2: Create Note
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Create Revamp CRM notes for newly finished chats in Intercom
Create Revamp CRM notes for newly finished chats in Intercom
Intercom + Revamp CRM
Create Revamp CRM persons from Intercom
Intercom + Revamp CRM
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When this happens
Step 1: New User
Then do this
Step 2: Create Person
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Create Revamp CRM persons from Intercom
Create Revamp CRM persons from Intercom
Intercom + Revamp CRM

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
Revamp CRM
Triggers when matching people with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when matching deals with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when a new customer is created.
Scheduled
Trigger
Revamp CRM
Triggers when a new deal is created.
Scheduled
Trigger
Revamp CRM
Triggers when a new task is created.
Scheduled
Trigger
Revamp CRM
Triggers when matching organizations with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when matching tasks with this criteria.
Scheduled
Trigger
Revamp CRM
Creates a new person.
Scheduled
Action
Revamp CRM
Creates a new Deal.
Scheduled
Action
Revamp CRM
Creates a new note.
Scheduled
Action
Revamp CRM
Creates a new organization.
Scheduled
Action
Revamp CRM
Creates a new Task.
Scheduled
Action
Revamp CRM
Finds an existing Person.
Scheduled
Action
Revamp CRM
Find an existing Deal.
Scheduled
Action
Revamp CRM
Finds an existing Organization.
Scheduled
Action

How Intercom + Revamp CRM Integrations Work

Step 1: Authenticate Intercom + Revamp CRM.
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 + Revamp CRM

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.