Add notes in Intercom for new or updated contacts in Zoho CRM
Keep your Intercom notes up-to-date with this seamless automation. Whenever a contact in Zoho CRM is created or updated, this workflow adds a note to the corresponding user in Intercom. This way, you can easily track your customer interactions and ensure that your team has the most recent information about your contacts, without the hassle of manual data entry.
Keep your Intercom notes up-to-date with this seamless automation. Whenever a contact in Zoho CRM is created or updated, this workflow adds a note to the corresponding user in Intercom. This way, you can easily track your customer interactions and ensure that your team has the most recent information about your contacts, without the hassle of manual data entry.
- When this happens...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.
- automatically do this!Add Note
Add a note to a user.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It