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Zoho CRM + Intercom Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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 Zoho CRM + Intercom

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

    Zoho CRM + Intercom

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

    Zoho CRM + Intercom

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

    Zoho CRM + Intercom

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

    Zoho CRM + Intercom

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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 Zoho CRM & Intercom Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Intercom.

    (2 minutes)

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

Integration of Zoho CRM and Intercom

Zoho CRM?

Zoho CRM is a business software spution. It is used by business organizations to manage customer relationships. It is available as on-premises or a cloud-based service. On-premises version is deployed on customer’s servers and the cloud version is provided as a web application which can be accessed through any web browser, including mobile browsers. In both versions, Zoho CRM provides users with information about customers and their interactions with them. This includes opening of tickets, emails, and other actions taken by customers. It also helps in providing access to information related to companies that are not customers of the organization but have some kind of relationship with it.

Intercom?

Intercom is communication software used by businesses to communicate with their customers. It is available as a cloud services which can be accessed from any web browser and from mobile devices. It enables businesses to build customer relationships by allowing them to reach out to their customers in different ways and at different times. It provides businesses with information about their customers such as their preferred means of communication, their preferred language, and their location. A customer can also provide its preferences through the use of a mobile device or a web browser. Intercom enables businesses to send messages directly to their customers’ mobile devices or email addresses. They can also send content such as videos, images and audio files. It also allows businesses to send informational messages so that their customers will learn more about the products or services they offer.

Integration of Zoho CRM and Intercom

As a result of the integration of Zoho CRM and Intercom, businesses will be able to obtain and store information about their customers and their interactions with them. Zoho CRM provides information about the people or organizations who are not yet customers and Intercom enables businesses to communicate with these people or organizations and determine whether they want to deal with them or not. Businesses will be able to automate processes associated with obtaining information about potential customers or getting in touch with them for other purposes. For instance, they will be able to automatically subscribe potential customers to a mailing list if they interact with the business in an appropriate way. They will also be able to connect the information they have about potential customers with the information stored in their Zoho CRM database so that they will be able to understand better the needs of these people or organizations and thereby effectively market their products and services to them. The businesses will be able to do this without having to store the data about these people or organizations in different applications which may not provide them with the necessary level of security for this data.

Benefits of Integration of Zoho CRM and Intercom

There are many benefits of integrating Zoho CRM and Intercom. One of the benefits of this integration is that it will enable businesses to build more effective marketing campaigns based on information that they have about their customers. As noted above, one of the things that this integration does is provide a level of automation in the process of obtaining information about potential customers or communicating with them after determining that they are worth doing business with. This automation will help in terms of time and money savings as well as increased effectiveness in reaching potential customers who are willing to buy a business’s products or services. Another benefit of this integration is that it will reduce complexity for the businesses because it will enable them to store data related to their customers in only one application rather than having to store it in multiple applications which may each have different technical requirements and different levels of security and encryption for this data. This reduction in complexity will help in terms of saving time and money as well as increasing security for this data because there will be less opportunities for it to get exposed due to human error or malicious activity.

The process to integrate Zoho CRM 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.