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Set up your first integration
Quickly connect Intercom to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Intercom with OpenPhone - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.
Add your action
An action happens after the trigger—such as "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects Intercom and OpenPhone, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerInstant - New Lead
Triggers when a new Lead is created.
Try ItTriggerInstant - Which Tag?
Try ItTriggerInstant- New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Try ItTriggerInstant
- Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerInstant - Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerInstant - New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerInstant - Message body format
Try ItTriggerInstant
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Practical ways you can use Intercom and OpenPhone
Send notifications for incoming Intercom messages
Ensure no critical customer questions are missed. When a new message is received on Intercom, Zapier triggers an alert via OpenPhone. This keeps project managers in the loop and promotes timely responses.
Project ManagementSync new Intercom users with OpenPhone contacts
Maintain consistent contact information across platforms. When a new user is added in Intercom, Zapier automatically creates or updates their contact details in OpenPhone. This ensures accurate records and improves outreach efforts.
Sales OpsLearn how to automate Intercom on the Zapier blog
Frequently Asked Questions about Intercom + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and OpenPhone
Can I use the Intercom and OpenPhone integration to automate contact management?
Yes, our integration allows you to automate contact management between Intercom and OpenPhone. For example, when a new user is added in Intercom, a corresponding contact can be automatically created in OpenPhone. This ensures that your contact lists are always up-to-date without manual effort.
What triggers are supported with the Intercom and OpenPhone integration?
Our integration supports various triggers such as 'New User' and 'Updated User' in Intercom. These triggers can initiate actions in OpenPhone, like creating or updating a contact, allowing you to keep your communication streamlined.
Can I send automated messages using the Intercom and OpenPhone integration?
While our integration focuses more on synchronizing contacts and data between platforms, you can utilize webhook capabilities for custom solutions if you’re looking to send specific messages based on triggers.
How does the "New Conversation" trigger from Intercom work with OpenPhone?
When a new conversation is started in Intercom, you can set it up to automatically log this as an interaction in OpenPhone. This trigger-action sequence helps maintain clear records of customer interactions across both platforms.
Is it possible to update user tags across both platforms with this integration?
Yes, our integration allows user tags updated in Intercom to be reflected promptly in OpenPhone. You can set up actions so that whenever a tag is added or changed for a user in Intercom, the same tag is updated for that contact in OpenPhone.
What should I do if my data isn’t syncing between Intercom and OpenPhone?
If your data isn't syncing properly, first check that all necessary permissions are granted for the integration. We recommend reviewing your trigger-action setups within our platform dashboard to ensure everything is correctly configured. Restarting the connection might also resolve common issues.
Can I customize actions based on specific events with the Intercom-OpenPhone integration?
Certainly! You have the flexibility to customize actions based on specific events like user creation or updates within Intercom. These user-specific events can trigger tailored responses or updates within your OpenPhone account.
