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Intercom + Zendesk Sell

Add notes to Zendesk Sell contacts from new Intercom conversations

Keep close tabs on your prospects and customers and know immediately when they've started an Intercom conversation without leaving Zendesk Sell. This Zapier automation adds notes to Zendesk Sell contacts anytime a new Intercom conversation is started. Know any time someone is trying to get in touch and gain context that could be relevant or important to closing a sale.

Keep close tabs on your prospects and customers and know immediately when they've started an Intercom conversation without leaving Zendesk Sell. This Zapier automation adds notes to Zendesk Sell contacts anytime a new Intercom conversation is started. Know any time someone is trying to get in touch and gain context that could be relevant or important to closing a sale.

  1. When this happens...
    IntercomIntercom
    New Conversation

    Triggers when a new conversation is created by a user in Intercom.

    TriggerInstant
  2. automatically do this...
    Zendesk SellZendesk Sell
    Find Contact

    Finds a contact by Contact ID, name or email address.

    ActionSearch
  3. then do this!
    Zendesk SellZendesk Sell
    Create Note

    Creates a new note for an existing lead, contact or deal.

    ActionWrite
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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
    Try It
    • Which Tag?

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

    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
    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
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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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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