Intercom + Sage Intacct
Find customers in Sage Intacct for new lead added emails in Intercom
When a new lead is captured in Intercom, swiftly locate the corresponding customer in Sage Intacct. This workflow ensures that your customer database in Sage Intacct is instantly updated, providing accurate information at your fingertips. Enhance efficiency, save time, and keep your focus where it really matters - on nurturing your new leads and growing your business.
When a new lead is captured in Intercom, swiftly locate the corresponding customer in Sage Intacct. This workflow ensures that your customer database in Sage Intacct is instantly updated, providing accurate information at your fingertips. Enhance efficiency, save time, and keep your focus where it really matters - on nurturing your new leads and growing your business.
- When this happens!
New LeadTriggers when a new Lead is created.
TriggerInstantThis event starts a Zap instantly.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new Ticket is created in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a Contact is updated in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Body
AuthorRequired
State
Parent Collection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Created at
Contact identifier typeRequired
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket typeRequired
Contact IDRequired
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Reply TypeRequired
Reply BodyRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FromRequired
ToRequired
Message TypeRequired
BodyRequired
Subject
Template
Create Conversation Without Contact Reply?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
Full Name
User ID
Company ID
Unsubscribed From Emails
Phone Number
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Match TypeRequired
Conversation Status
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Match TypeRequired
Ticket State
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UpdatesRequired
Update sample
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact identifier typeRequired
Tag selection method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact TypeRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Association Note
CompanyRequired
Warning
Name
Website
Size
Monthly Revenue
Plan
Industry
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact identifier typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Tag NameRequired
Untag?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Description
State
Is Open
Snoozed Until
Assigned Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Created At
User ID
Full Name
IP Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Mode
Search Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Mode
Search Value
User Association Note
Company NameRequired
Plan
Size
Website
Industry
Custom Attributes
Monthly Revenue
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Related categories
About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
Related categories
Related Zap Templates
- Send new Intercom conversations as Slack channel messages
- Add new Intercom users to Mailchimp
- Post Slack messages for new Intercom users
- Add new rows on Google Sheets for new users on Intercom
- Add Klaviyo subscribers for new emails added to Intercom leads
- Create or update Intercom users from new Unbounce form submissions
- Add new Intercom users from Typeform form entries
- Update or create Intercom contacts with new HubSpot contact property changes
- Analyze Intercom customer conversations with ChatGPT
- Create ActiveCampaign contacts for newly added lead emails in Intercom
- Add new Facebook Lead Ads leads to Intercom as leads
- Send Slack messages when contacts reply on Intercom
- Send incoming messages in Intercom for new submissions in Jotform
- Create or update Intercom leads from new Webflow submissions
- Tag new Zoom webinar registrants in Intercom contacts
- Update Intercom users when there are Mailchimp unsubcribers
- Send channel messages in Slack with new Intercom leads
- Create new HubSpot tickets when tags are added to Intercom conversations
- Tag Intercom users when they schedule a Calendly appointment
- Create Trustpilot invitations when new tags are added to Intercom users
- Add Mailchimp subscribers for newly added lead emails in Intercom
- Update intercom users from newly-caught webhooks
- Remove unsubscribed Intercom users from Mailchimp
- Record new Intercom unsubscribes to your ChartMogul customers
- Send incoming messages in Intercom for new reactions added in Slack
- Create or update Intercom users for new submissions to a Webflow form
- Create tasks in Asana for new Intercom tickets
- Add new companies in Intercom to tables in Coda docs
- Create and update LeadConnector contacts from new Intercom users
- Create or update Intercom users when new deals are added in Pipedrive
- Create Salesforce contacts from new Intercom users
- Manage tags for contacts in ActiveCampaign when new conversations occur in Intercom
- Create or update Attio records for new Intercom conversations
- Create or update Intercom users for new accounts on Recurly
- Create or update Intercom users for new Mailchimp subscribers
- Add new Canny votes as Intercom events
- Add new ChargeDesk customers as Intercom users
- Update records in NetSuite and simultaneously create or update users in Intercom
- Manage canceled Stripe subscriptions by adding or removing tags on Intercom users
- Send new Slack messages when tags are added to users in Intercom
- Create or update Intercom users for new PayKickstart transactions
- Trigger offline conversions in Google Ads when new tags are added to leads in Intercom
- Create or update Intercom users when new Thinkific users are added
- Add tags to Intercom conversations and generate comments in Linear
- Add new Intercom leads to Holded
- Send Senja testimonial requests when new users are tagged in Intercom
- Create Trustpilot invitations when new tags are added to Intercom conversations
- Create and update Intercom leads from new Jotform submissions
- Create new HubSpot tickets from new Intercom tickets
- Create or update Intercom users when new Airtable records are added
- Create records in Airtable for new Intercom leads
- Send channel messages in Discord for new tickets in Intercom
- Enrich new Intercom leads with People Data Labs
- Create or update Intercom users from new Twilio recordings
- Send Microsoft Teams channel messages for new Intercom conversations
- Create issue in Jira with a ChatGPT-generated solution when tickets are submitted in Intercom
- Create Intercom events for new Jotform submissions
- Track completed Quo calls by creating new conversations in Intercom
- Tag Intercom users for new Iterate survey responses
- Handle new Intercom unsubscriptions by removing email subscriptions in HubSpot
- Add or update HubSpot contacts for new Intercom lead emails
- Forward new Discord channel messages to Intercom as incoming messages
- Add new leads from ChatBot to Intercom contact lists
- Create or update Intercom leads from new Fillout Forms submissions
- Create Salesforce contacts from new Intercom leads
- Create New Contacts in Intercom from Wufoo Submissions
- Add Intercom users from new Google Sheets rows
- Add New BDOW! signups as Intercom users
- Add new Donately donors to Intercom
- Create a Trello card when an Intercom user is tagged
- Tag Intercom user when a task is checked off in Process Street
- Create or update Intercom users for new Recurly transactions
- Update or add new Intercom users from new Gravity Forms submissions
- Add or update Intercom users from new Wufoo entries
- Create or update Intercom users from new emails
- Tag Intercom users for new Typeform entries
- Tag Intercom users for new rows on Google Sheets
- Tag Intercom users with new Xero invoices
- Create Mailchimp subscribers from Intercom contacts
- Create Pipedrive deals from new Intercom customers
- Add events on Intercom for new transactions on Recurly
- Create or update Intercom users for new Olark messages
- Send new Intercom contacts that add emails to SharpSpring as new or updated leads
- Create or update users on Intercom from new FormKeep submissions
- Create or update Intercom users for new BDOW! subscribers
- Update Intercom users based off new KickoffLabs signups
- Create Intercom users from new Prefinery users
- Update Intercom users from new Wootric responses
- Add new Interact quiz entries to Intercom as users
- Create Mailjet subscribers from new Intercom leads
- Remove unsubscribed Intercom users from Mailjet
- Create or update Intercom users when they submit new SurveyMonkey responses
- Add new Intercom unsubscribers to PostgreSQL rows
- Tag Intercom users when Pipedrive deals reach certain stages
- Enrich Typeform submissions with social/company data via Clearbit and add them as users to Intercom
- Add new Mailchimp subscribers to Intercom as leads
- Add new Unbounce submissions to Intercom as leads
- Post Slack messages enriched by Vainu whenever new buying signals are created in Intercom
- Add notes to ActiveCampaign contacts for new Intercom leads
- Create Intercom users from new GetSiteControl form submissions
Related Zap Templates
- Send new Intercom conversations as Slack channel messages
- Add new rows on Google Sheets for new users on Intercom
- Add new Intercom users from Typeform form entries
- Create ActiveCampaign contacts for newly added lead emails in Intercom
- Send incoming messages in Intercom for new submissions in Jotform
- Update Intercom users when there are Mailchimp unsubcribers
- Tag Intercom users when they schedule a Calendly appointment
- Update intercom users from newly-caught webhooks
- Send incoming messages in Intercom for new reactions added in Slack
- Add new companies in Intercom to tables in Coda docs
- Create Salesforce contacts from new Intercom users
- Create or update Intercom users for new accounts on Recurly
- Add new ChargeDesk customers as Intercom users
- Send new Slack messages when tags are added to users in Intercom
- Create or update Intercom users when new Thinkific users are added
- Send Senja testimonial requests when new users are tagged in Intercom
- Create new HubSpot tickets from new Intercom tickets
- Send channel messages in Discord for new tickets in Intercom
- Send Microsoft Teams channel messages for new Intercom conversations
- Track completed Quo calls by creating new conversations in Intercom
- Add or update HubSpot contacts for new Intercom lead emails
- Create or update Intercom leads from new Fillout Forms submissions
- Add Intercom users from new Google Sheets rows
- Create a Trello card when an Intercom user is tagged
- Update or add new Intercom users from new Gravity Forms submissions
- Tag Intercom users for new Typeform entries
- Create Mailchimp subscribers from Intercom contacts
- Create or update Intercom users for new Olark messages
- Create or update Intercom users for new BDOW! subscribers
- Update Intercom users from new Wootric responses
- Remove unsubscribed Intercom users from Mailjet
- Tag Intercom users when Pipedrive deals reach certain stages
- Add new Unbounce submissions to Intercom as leads
- Create Intercom users from new GetSiteControl form submissions
- Add new Intercom users to Mailchimp
- Add Klaviyo subscribers for new emails added to Intercom leads
- Update or create Intercom contacts with new HubSpot contact property changes
- Add new Facebook Lead Ads leads to Intercom as leads
- Create or update Intercom leads from new Webflow submissions
- Send channel messages in Slack with new Intercom leads
- Create Trustpilot invitations when new tags are added to Intercom users
- Remove unsubscribed Intercom users from Mailchimp
- Create or update Intercom users for new submissions to a Webflow form
- Create and update LeadConnector contacts from new Intercom users
- Manage tags for contacts in ActiveCampaign when new conversations occur in Intercom
- Create or update Intercom users for new Mailchimp subscribers
- Update records in NetSuite and simultaneously create or update users in Intercom
- Create or update Intercom users for new PayKickstart transactions
- Add tags to Intercom conversations and generate comments in Linear
- Create Trustpilot invitations when new tags are added to Intercom conversations
- Create or update Intercom users when new Airtable records are added
- Enrich new Intercom leads with People Data Labs
- Create issue in Jira with a ChatGPT-generated solution when tickets are submitted in Intercom
- Tag Intercom users for new Iterate survey responses
- Forward new Discord channel messages to Intercom as incoming messages
- Create Salesforce contacts from new Intercom leads
- Add New BDOW! signups as Intercom users
- Tag Intercom user when a task is checked off in Process Street
- Add or update Intercom users from new Wufoo entries
- Tag Intercom users for new rows on Google Sheets
- Create Pipedrive deals from new Intercom customers
- Send new Intercom contacts that add emails to SharpSpring as new or updated leads
- Update Intercom users based off new KickoffLabs signups
- Add new Interact quiz entries to Intercom as users
- Create or update Intercom users when they submit new SurveyMonkey responses
- Enrich Typeform submissions with social/company data via Clearbit and add them as users to Intercom
- Post Slack messages enriched by Vainu whenever new buying signals are created in Intercom
- Post Slack messages for new Intercom users
- Create or update Intercom users from new Unbounce form submissions
- Analyze Intercom customer conversations with ChatGPT
- Send Slack messages when contacts reply on Intercom
- Tag new Zoom webinar registrants in Intercom contacts
- Create new HubSpot tickets when tags are added to Intercom conversations
- Add Mailchimp subscribers for newly added lead emails in Intercom
- Record new Intercom unsubscribes to your ChartMogul customers
- Create tasks in Asana for new Intercom tickets
- Create or update Intercom users when new deals are added in Pipedrive
- Create or update Attio records for new Intercom conversations
- Add new Canny votes as Intercom events
- Manage canceled Stripe subscriptions by adding or removing tags on Intercom users
- Trigger offline conversions in Google Ads when new tags are added to leads in Intercom
- Add new Intercom leads to Holded
- Create and update Intercom leads from new Jotform submissions
- Create records in Airtable for new Intercom leads
- Create or update Intercom users from new Twilio recordings
- Create Intercom events for new Jotform submissions
- Handle new Intercom unsubscriptions by removing email subscriptions in HubSpot
- Add new leads from ChatBot to Intercom contact lists
- Create New Contacts in Intercom from Wufoo Submissions
- Add new Donately donors to Intercom
- Create or update Intercom users for new Recurly transactions
- Create or update Intercom users from new emails
- Tag Intercom users with new Xero invoices
- Add events on Intercom for new transactions on Recurly
- Create or update users on Intercom from new FormKeep submissions
- Create Intercom users from new Prefinery users
- Create Mailjet subscribers from new Intercom leads
- Add new Intercom unsubscribers to PostgreSQL rows
- Add new Mailchimp subscribers to Intercom as leads
- Add notes to ActiveCampaign contacts for new Intercom leads