Intercom + Salesforce + Microsoft Dynamics 365 CRM Integrations

How to connect Intercom + Salesforce + Microsoft Dynamics 365 CRM

Zapier lets you send info between Intercom and Salesforce and Microsoft Dynamics 365 CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Intercom + Salesforce + Microsoft Dynamics 365 CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Intercom, Salesforce, and Microsoft Dynamics 365 CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
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  • Intercom triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Company

    Triggers when a new Company is created.

    Trigger
    Instant
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  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
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    • Message body format

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It

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How Intercom + Salesforce + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Intercom, Salesforce, and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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