Intercom + Zoho CRM Integrations

How to connect Intercom + Zoho CRM

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Create Zoho CRM module entries when new tags are added to Intercom users

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Create Zoho CRM module entries from new Intercom users

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Add new tagged Intercom users to Zoho CRM as module entries

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Add tags to Zoho CRM contacts when new tags are added to Intercom users

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Update Zoho CRM module entries when tags are added to Intercom conversations

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Update Zoho CRM module entries when new Intercom conversations occur

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Create Zoho CRM module entries when new tags are added to Intercom users

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Create Zoho CRM module entries from new Intercom users

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Add new tagged Intercom users to Zoho CRM as module entries

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Add tags to Zoho CRM contacts when new tags are added to Intercom users

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Update Zoho CRM module entries when tags are added to Intercom conversations

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Update Zoho CRM module entries when new Intercom conversations occur

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Create or update Intercom leads from new Zoho CRM leads
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Zoho CRM + Intercom
Add notes in Intercom for new or updated contacts in Zoho CRM
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Zoho CRM + Intercom
Create or update Intercom leads from new Zoho CRM contacts
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Zoho CRM + Intercom
Add/remove tags on Intercom users when new Zoho CRM contacts are created
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Zoho CRM + Intercom

Create or update Intercom leads from new Zoho CRM leads

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Zoho CRM + Intercom

Add notes in Intercom for new or updated contacts in Zoho CRM

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Zoho CRM + Intercom

Create or update Intercom leads from new Zoho CRM contacts

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Zoho CRM + Intercom

Add/remove tags on Intercom users when new Zoho CRM contacts are created

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Zoho CRM + Intercom

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Supported triggers and actions

What does this mean?

Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
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
New User
Triggers when a new user is created.
Trigger
Instant
Try It

New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
Try It
- EmailRequired
- Event NameRequired
- Metadata
Action
Write

- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- EmailRequired
- Tag NameRequired
- Untag?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- EmailRequired
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is created by a user in Intercom.
Trigger
Instant
Try It
New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- EmailRequired
- Note TextRequired
Action
Write
- From EmailRequired
- Message BodyRequired
Action
Write
- LeadRequired
- Tag NameRequired
- Untag?
Action
Write
- CompanyRequired
- Monthly Revenue
- Plan
- Custom Attributes
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Welcome
Action
Write
- Search Mode
- Search Value
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

How Intercom + Zoho CRM Integrations Work

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

Connect apps

Connect Intercom + Zoho CRM

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.

Help

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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Intercom + Zoho CRM Integrations

How to connect Intercom + Zoho CRM

Create Zoho CRM module entries when new tags are added to Intercom users

Create Zoho CRM module entries from new Intercom users

Add new tagged Intercom users to Zoho CRM as module entries

Add tags to Zoho CRM contacts when new tags are added to Intercom users

Update Zoho CRM module entries when tags are added to Intercom conversations

Update Zoho CRM module entries when new Intercom conversations occur

Create Zoho CRM module entries when new tags are added to Intercom users

Create Zoho CRM module entries from new Intercom users

Add new tagged Intercom users to Zoho CRM as module entries

Add tags to Zoho CRM contacts when new tags are added to Intercom users

Update Zoho CRM module entries when tags are added to Intercom conversations

Update Zoho CRM module entries when new Intercom conversations occur

Create or update Intercom leads from new Zoho CRM leads

Add notes in Intercom for new or updated contacts in Zoho CRM

Create or update Intercom leads from new Zoho CRM contacts

Add/remove tags on Intercom users when new Zoho CRM contacts are created

Create or update Intercom leads from new Zoho CRM leads

Add notes in Intercom for new or updated contacts in Zoho CRM

Create or update Intercom leads from new Zoho CRM contacts

Add/remove tags on Intercom users when new Zoho CRM contacts are created

Connect your apps and automate workflows

Lead Added Email

New Lead

Tag Added to Conversation

Which Tag?

New Closed Conversation

New User

New Unsubscription

Add Event

EmailRequired

Event NameRequired

Metadata

Add/Remove Tag on Company

CompanyRequired

Tag NameRequired

Untag?

Add/Remove Tag on User

EmailRequired

Tag NameRequired

Untag?

Create/Update Lead

Lead ID

Full Name

Email

Phone Number

Unsubscribed From Emails

Created At

IP Address

Custom Attributes

Create User

EmailRequired

Custom Attributes

Created At

User ID

Full Name

IP Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Lead

Search ModeRequired

Search ValueRequired

Find or Create Company

Search Mode

Search Value

User Association Note

Company NameRequired

Plan

Size

Website

Industry

Custom Attributes

Monthly Revenue