Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.Microsoft Dynamics CRM Integrations
Intercom + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New User in Intercom Read More...
Intercom + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New User in Intercom Read More...
Intercom + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New User in Intercom Read More...
Intercom + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New User in Intercom Read More...
Intercom + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New User in Intercom Read More...
It's easy to connect Intercom + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
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).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new user is created.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Intercom is a San Francisco-based startup which makes online customer communication software. The company was founded by Eoghan McCabe, Des Traynor and David Barrett in 2011. It provides products for both live chat and email marketing.
Intercom’s main product is Intercom Messenger, which sits as a layer on top of customers’ websites and apps and allows companies to start conversations with their customers. The Intercom messenger allows businesses to connect with their customers through email, live chat, social media, phone calls, automated messages and surveys and by tracking the users on their site.
Intercom's second product is Intercom Engage, an email messaging platform that helps businesses send targeted emails to their customers. Intercom also offers a predictive customer intelligence top called Intercom Insights to help businesses understand their customers better.
Intercom has raised over $123 million in funding since its inception. Its latest round of funding was $50 million in May 2018 from venture capital firms IVP and Greylock Partners. Its investors include Bessemer Venture Partners, Index Ventures and Salesforce Ventures.
Microsoft Dynamics CRM is a customer relationship management (CRM. software developed by Microsoft. It is currently used by more than 100,000 organizations worldwide across a variety of industries including manufacturing, retail, financial services, healthcare, technpogy and telecommunications.
Dynamics CRM is available as on-premises software or as a cloud service offered by Microsoft Azure. The cloud service is known as Dynamics 365 for Customer Engagement. This allows users to have access to their data via mobile devices and web browsers.
Dynamics CRM includes native support for social media channels like Twitter and Facebook. It also includes a feature called Engagement Ads that can be used to display ads to targeted contacts based upon past interactions with the company.
Intercom’s CRM integration works seamlessly with Dynamics CRM 2016 and 2017. It supports most of the features like personalized emails, scheduled emails, quick replies, activity history synchronisation, etc.
The premium version of this integration also allows users to track the activities of their leads and customers using Intercom in Microsoft Dynamics CRM.
The integration can be facilitated by an Intercom certified partner or can be done internally by the user.
Integrating Intercom with Microsoft Dynamics CRM allows businesses to leverage data that is already available in their CRM system. Businesses can then use this data to improve their lead generation and sales process without having to rely on duplicate data entry processes. Businesses can also leverage the social media monitoring capabilities provided by Intercom to find their most influential prospects and reach out to them using email or phone call.
The process to integrate Intercom and Microsoft Dynamics 365 Business Central may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.