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Vtiger + Intercom Integrations

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

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

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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.

Intercom Integrations
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Best ways to Integrate Vtiger + Intercom

  • Vtiger Intercom

    Vtiger + Intercom

    Create/Update Lead to Intercom from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Intercom Create/Update Lead
  • Vtiger Intercom

    Vtiger + Intercom

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

    Vtiger + Intercom

    Send Incoming Message in Intercom when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Intercom Send Incoming Message
  • Vtiger Intercom

    Vtiger + Intercom

    Create/Update Lead to Intercom from New Product in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Product
     
    Then do this...
    Intercom Create/Update Lead
  • Vtiger Intercom

    Vtiger + Intercom

    Create/Update User to Intercom from New Product in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Product
     
    Then do this...
    Intercom Create/Update User
  • Vtiger {{item.actionAppName}}

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • 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.

    Actions
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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.

How Vtiger & Intercom Integrations Work

  1. Step 1: Choose Vtiger 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 Intercom 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 Vtiger to Intercom.

    (2 minutes)

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

Integration of Vtiger and Intercom

Vtiger?

Vtiger is a CRM (customer relationship management. software, which supports customer and prospects tracking, managing contact information, tracking leads, sending emails and much more. It is an open source software with a large community of developers who are always trying to improve the software. It is developed in PHP and uses MySQL database. It has many add-ons that allow the user to customize the software to his/her needs.

Intercom?

Intercom is a messaging platform for web and mobile apps. It offers real-time messaging between customers and businesses. It also provides analytics and insights about customer behavior to the business. It includes several products like Intercom for websites, Intercom for web apps, Intercom for mobile apps, and Intercom for salespeople.

Integration of Vtiger and Intercom

Intercom can work with every CRM system in the market. It allows you to integrate your CRM software and make it more powerful. Here are some of the benefits of integration:

1- Send emails. Intercom easily integrates with any email marketing platform, so your users can send emails to their customers straightaway from your CRM using Intercom email templates. You will be able to create email templates for different stages of the customer journey within one single screen. For example, you can create one template for welcome emails, another for onboarding emails, and third for request for proposals. The templates will be updated depending on the stage of the customer journey you want to send them. You can even create email templates for specific segments or lists of customers. This way, you will be able to send targeted emails to multiple customers at once instead of wasting your time creating individual emails every time.

2- Chat directly from CRM. Every business has customers that prefer live chat over emails or calls when they have issues with your product or service. Therefore, you should make sure that you provide a live chat option in your CRM as well as you should offer a “live chat” button in your website; this will help your users communicate with potential customers directly from your CRM. Live chat is a great way to keep track of your sales funnel. With this feature, you will be able to see how many people are using live chat on your website and how many of them are converting into sales because of it.

3- Keep track of all your activities . Since you will be using Intercom as a top to communicate with your customers, you won’t need to open emails or call them every time you want to know something about them. Everything will be organized in one place where you can read messages from your customers and reply back to them whenever you want. If you send an email to a client, you will be able to see its status and if it was delivered or not. You will also be able to see when your customer replied back or visited your website after receiving an email from you; this way, you will be able to schedule meetings or calls with potential clients more easily.

4- Real-time communication. Intercom provides real-time communication with customers. This means that you and your clients will be able to communicate with each other at any time regardless of whether they are online or offline at that moment. This is very helpful because it allows you to get instant feedback from your customers and stay on top of things without having to disturb them too much. As soon as a client replies back to your message, you will receive a notification on your mobile or computer so you can respond immediately if necessary; so clients don’t have to wait for an answer if they have urgent questions about your product or service.

5- Get insights about customer behavior. When you have conversations with customers through Intercom, it will automatically store data about every interaction, such as what time they sent their questions, what device they use, where they are located, etc., which gives you a clear picture of everything that happens behind the scene during a conversation with customers; therefore, helping you understand their behavior and take right decisions based on their profiles. Intercom can even identify if customers are one person or many different people talking about the same thing; so if someone sends two messages at once under different names, Intercom will tell you that these two people might be the same person; this way, you can avoid getting duplicate data concerning a certain customer; so no more spamming!

6- Find out which channels actually work . In case you want to promote something on social media but aren’t sure which social media channel is the best place for it, Intercom can help you find out which channel is working better than others by analyzing what kind of feedbacks users leave on both social media platforms and email inboxes; this way, you won’t be wasting money on useless channels anymore!

7- Get feedback about your product. Since Intercom allows you to communicate with all your users through live chats while they are using your product/service, it allows you to get direct feedback about everything they like or dislike about it; so you can easily improve some features or update some parts of your product/service according to user feedbacks; doing this will definitely increase customer satisfaction and make them return again!

8- Be notified about new users instantly. Customers may not sign up themselves using a contact form or an email address; they may just drop by your website on their own and fill out a contact form without signing up first. In this case, there is no way for them to reach out if they have questions about your product/service; but since Intercom allows you to see who visits your website without signing up before leaving it again, it allows you to get in touch with these visitors directly using live chat without having to build this feature yourself. This way, customers won’t have to fill out contact forms again if they have questions about something; they can just send an email directly from their email accounts.

9- Know who are interested in your product. If someone signs up using a contact form on your website or a link in the email that he/she received from your website but doesn’t send an email asking questions about your product/service right away, there must be something wrong; So why not ask him/her directly? Intercom allows users to set up automated emails after someone signs up on your website using a contact form or by clicking on an email link; so if someone doesn’t send an email asking questions after signing up, he/she might not be interested in what you have to offer; this way, you will avoid getting in touch with people who don’t need what you are offering; therefore saving a lot of time and money!

10- Be notified when someone opens an email . Email is still one of the most common ways for businesses to communicate with customers; however, most businesses don’t realize that there is no way for them to know whether their emails were opened or not until the client replies back or signs up for an email newsletter. Using Intercom allows you to find out whether someone opened an email from you or not by adding an image view button in front of every link in every email that is being sent out; so if someone clicks on this image button while reading the email, it means that he/she opened the email; this way, when someone clicks on the image button in his/her inbox, he/she will receive a message saying that his/her email was delivered successfully; this way, businesses won’t need to worry about spam filters anymore! They will be able to know whether their emails were delivered properly or not!

11- Get all sales information gathered in one place . When someone converts into a sale after talking with one of your agents through live chat on Intercom, it allows you to see everything they talked about in real time; therefore allowing you access all sales information gathered in one place without having to search through different platforms like Google Analytics or Facebook Insights! This way, data won’t get lost due to different platforms! You will be able to know everything that goes on behind the scene once a sale is closed! You will be able to see how many people asked questions about certain products/services before converting into sales! You will know how many times they accessed their sales page before converting into sales! You will know how many times they came back afterwards! And finally, what exactly did they click on in order to convert into sales?! So many details! See the image below for more details:

The process to integrate Vtiger and Intercom 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.