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.
- When this happens...New ConversationTriggers when a new conversation is created by a user in Intercom.
- automatically do this...Find ContactFinds a contact by Contact ID, name or email address.
- then do this!Create NoteCreates a new note for an existing lead, contact or deal.
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More things you can do with Intercom and Zendesk Sell
Discover other triggers and actions you can use with Intercom and Zendesk Sell
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Triggers when a Lead enters an email address.
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Triggers when a new Lead is created.
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Triggers when an AI-generated summary is created for a conversation in Intercom.
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- Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerInstant - Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerInstant - New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerInstant - Message body format
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