Intercom + Zoho CRM

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

Effortlessly organize your contacts when a new tag is added in Intercom by implementing this automation. This workflow is set in motion when a user is tagged in Intercom and subsequently adds a tag to a contact in Zoho CRM. Save time and maintain consistency in customer relationship management by automating this process.

When this happens...
Tag Added to User
Triggers when a User is tagged.
TriggerInstant
automatically do this!
Add Tag
Add new tag to existing module entries
ActionWrite

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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
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It

Updated Contact
Triggers when a Contact is updated in Intercom.
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
- Contact Identifier
- Message BodyRequired
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
- 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
- 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
Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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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 Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
Try It
- EmailRequired
- Note TextRequired
Action
Write
- Conversation IDRequired
- Reply TypeRequired
- Reply BodyRequired
- Attachments
Action
Write
- FromRequired
- ToRequired
- Message TypeRequired
- BodyRequired
- Subject
- Template
- Create Conversation Without Contact Reply?
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
- 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
- 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

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 more 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.

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Intercom + Zoho CRM

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

Lead Added Email

New Lead

Tag Added to Lead

Which Tag?

New Company

New User

Updated Contact

New Unsubscription

Add Event

Event NameRequired

Metadata

Send Incoming Message

Contact Identifier

Message BodyRequired

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

Find Company

Search Mode

Search Value

Find User

Search ModeRequired

Search ValueRequired

Find or Create Company

Search ModeRequired

Search ValueRequired

User Association Note

Company NameRequired

Plan

Size

Website

Industry

Custom Attributes

Monthly Revenue

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired