Intercom + Zoho CRM
Add new tagged Intercom users to Zoho CRM as module entries
Effortlessly keep your Intercom contacts in sync with your Zoho CRM by setting up this workflow. Whenever a new tag is added to a user in Intercom, a corresponding module entry will be created in Zoho CRM. This automation not only saves time but also ensures accurate and up-to-date information across both platforms.
Effortlessly keep your Intercom contacts in sync with your Zoho CRM by setting up this workflow. Whenever a new tag is added to a user in Intercom, a corresponding module entry will be created in Zoho CRM. This automation not only saves time but also ensures accurate and up-to-date information across both platforms.
- When this happens...Tag Added to User
Triggers when a User is tagged.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
