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.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this...Find Contact
Finds a contact by Contact ID, name or email address.
- then do this!Create Note
Creates a new note for an existing lead, contact or deal.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew 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).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It