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Intercom + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Intercom and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Intercom

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.

About Microsoft Dynamics CRM

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
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Best ways to Integrate Intercom + Microsoft Dynamics CRM

  • Intercom Microsoft Dynamics CRM

    Intercom + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Intercom Microsoft Dynamics CRM

    Intercom + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Intercom Microsoft Dynamics CRM

    Intercom + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Intercom Microsoft Dynamics CRM

    Intercom + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Intercom Microsoft Dynamics CRM

    Intercom + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Intercom {{item.actionAppName}}

    Intercom + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Intercom + Microsoft Dynamics CRM in easier way

It's easy to connect Intercom + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • 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).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Intercom & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Intercom as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Intercom to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Intercom and Microsoft Dynamics CRM

Intercom?

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?
  • 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.

  • Integration of Intercom and Microsoft Dynamics CRM
  • 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.

  • Benefits of Integration of Intercom and Microsoft Dynamics CRM
  • 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.