Zoho CRM + Intercom Integrations
How to connect Zoho CRM + Intercom
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New ContactTriggers 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- New LeadTriggers 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
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers 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
- New or Updated LeadTriggers 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
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- Intercom
Triggers when a Lead enters an email address.
Instant
Trigger
- Intercom
Triggers when a lead converts to a user.
Instant
Trigger
- Intercom
Triggers when a new Lead is created.
Instant
Trigger
- Intercom
Triggers when a lead is tagged.
Instant
Trigger
- Intercom
Triggers when a new tag is added to a conversation in Intercom.
Instant
Trigger
- Intercom
Triggers when a new conversation is created by a user in Intercom.
Instant
Trigger
- Intercom
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).
Instant
Trigger
- Intercom
Triggers when a new Company is created.
Instant
Trigger
- Intercom
Triggers when a new user is created.
Instant
Trigger
- Intercom
Triggers when a user is tagged.
Instant
Trigger
- Intercom
Triggers when a user unsubscribes from Intercom.io emails.
Instant
Trigger
- Intercom
Add a note to a user.
Scheduled
Action
- Intercom
Tags a user with an event that occurred.
Scheduled
Action
- Intercom
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Scheduled
Action
- Intercom
Attach or remove a tag from a specific company.
Scheduled
Action
- Intercom
Attach or remove a tag on a specific lead.
Scheduled
Action
- Intercom
Attach or remove a tag on a specific user.
Scheduled
Action
- Intercom
Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.
Scheduled
Action
- Intercom
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Scheduled
Action
- Intercom
Update a user within Intercom given their e-mail address.
Scheduled
Action
- Intercom
Creates a new user in your Intercom app.
Scheduled
Action
- Intercom
Finds an existing company.
Scheduled
Action
- Intercom
Finds an existing Lead.
Scheduled
Action
- Intercom
Finds an existing user.
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Lead
Scheduled
Action
How Zoho CRM + Intercom Integrations Work
- Step 1: Authenticate Zoho CRM and Intercom.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.
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About Intercom
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