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Integrate Intercom with Zoho CRM

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

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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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Intercom + Zoho CRM

  • Intercom Integration Zoho CRM Integration

    Intercom + Zoho CRM

    Create/Update Lead to Zoho CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Intercom Integration Zoho CRM Integration

    Intercom + Zoho CRM

    Create/Update Contact to Zoho CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Intercom Integration Zoho CRM Integration

    Intercom + Zoho CRM

    Create Module Entry to Zoho CRM from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Intercom Integration Zoho CRM Integration

    Intercom + Zoho CRM

    Add Attachment in Zoho CRM when New User is created in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Intercom Integration Zoho CRM Integration

    Intercom + Zoho CRM

    Create/Update Lead to Zoho CRM from New Conversation in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New Conversation
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Intercom Integration {{item.actionAppName}} Integration

    Intercom + {{item.actionAppName}}

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

It's easy to connect Intercom + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Intercom & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Intercom and Zoho CRM

Intercom is a customer communication platform which helps businesses build better relationships with customers by providing them with real-time customer service. It provides insights about their customers and allows them to engage them via different channels like email, phone calls, live chat etc. It also lets the businesses to send automated emails to welcome new customers and cplect feedback about the services provided by them. Zoho CRM is another customer management top that helps small businesses and entrepreneurs to manage customer database, interact with customers in real time, send emails and track the customer leads. Intercom is used for online communication while Zoho CRM is used for offline communication. If these two are integrated they can provide more features to the businesses and help them to serve their customers more effectively.

Integration of both these tops can help businesses to understand their customers in detail. For example, if a customer has signed up for an account on any website via email then his details will be visible in Intercom. The customer can be engaged via live chat or can be sent an email asking him if he wants to receive information about the products of the company. If he replies positively then his contact details can be imported into Zoho CRM and he can be added as a lead. He can be provided with automated emails and text messages regarding the products and services offered by the company. This integration will not only save time but will also help the company to know about its customers in detail. When a customer replies to such emails, the contact details will automatically be updated in both the systems. The information provided by the customer will be recorded in his profile in Zoho CRM so that it remains up-to-date at all times. The administrator of the accounts can access all this information from one single place.

It is important for every business to keep track of their clients so that they can serve them better. Integration of Intercom and Zoho CRM will help businesses do just that and make them more efficient when it comes to managing their customers.

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The process to integrate Intercom and Zoho Books 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.