Intercom Zoho CRM Integration
Appy Pie Automate allows you to Integrate Intercom with Zoho CRM using AI Agents
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Simplify Intercom Zoho CRM Integration with seamless setup
Easily set up Intercom Zoho CRM Integration without coding. Start automating your workflows and Integrate Intercom with Zoho CRM today.
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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).
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
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New Lead
Triggers when a new Lead is created.
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New Ticket
Triggers when a new ticket is created.
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New User
Triggers when a new user is created.
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Updated Ticket
Triggers when a ticket is updated.
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New Contact
Triggers when a new contact is added.
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New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Create Note
create a note within Intercom
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Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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Create/Update User
Update a user within Intercom given their e-mail address.
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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.
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Update Ticket
Update a ticket within Intercom
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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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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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).
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
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New Lead
Triggers when a new Lead is created.
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New Ticket
Triggers when a new ticket is created.
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New User
Triggers when a new user is created.
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Updated Ticket
Triggers when a ticket is updated.
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New Contact
Triggers when a new contact is added.
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New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Create Note
create a note within Intercom
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Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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Create/Update User
Update a user within Intercom given their e-mail address.
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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.
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Update Ticket
Update a ticket within Intercom
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How Intercom and Zoho CRM Integrations Work
Follow the steps below to start setting up your Intercom integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose Intercom as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Zoho CRM as the action app from the list.
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Step 3: Authenticate
Connect your Zoho CRM account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Intercom to Zoho CRM & your AI Agent is ready!
Choose the app you want to Integrate with Intercom and Zoho CRM
- Intercom Shopify
- Intercom Zendesk
- Intercom Slack
- Intercom Google Sheets
- Intercom Facebook Lead Ads
- Intercom Stripe
- Intercom Salesforce
- Intercom HubSpot
- Intercom Marketo
- Intercom Mailgun
- Intercom Zoho CRM
- Intercom Pipedrive
- Intercom Slack v2
- Intercom Airtable(Outh v2)
- Intercom Trello
- Zoho CRM Google Sheets
- Zoho CRM Slack
- Zoho CRM Trello
- Zoho CRM Google Calendar
- Zoho CRM Google Drive
- Zoho CRM Microsoft Outlook
- Zoho CRM Zoom
- Zoho CRM Gmail
- Zoho CRM MailChimp
- Zoho CRM Facebook Lead Ads
- Zoho CRM LinkedIn
- Zoho CRM WordPress
- Zoho CRM Asana
- Zoho CRM QuickBooks Online
- Zoho CRM HubSpot
Popular Templates for Intercom and Zoho CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create/Update Lead to Zoho CRM from New User in Intercom
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When this happens:
New User
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Then do this:
Create/Update Lead
Create/Update Contact to Zoho CRM from New User in Intercom
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When this happens:
New User
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Then do this:
Create/Update Contact
Create Module Entry to Zoho CRM from New User in Intercom
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When this happens:
New User
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Then do this:
Create Module Entry
Add Attachment in Zoho CRM when New User is created in Intercom
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When this happens:
New User
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Then do this:
Add Attachment
Create/Update Contact to Zoho CRM from New Conversation in Intercom
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When this happens:
New Conversation
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Then do this:
Create/Update Contact
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is 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.
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What Is 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.
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How Intercom and Zoho CRM Integrations Work?
The integration between Intercom and Zoho CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Intercom and Zoho CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Intercom and Zoho CRM secure?
While assessing the security of integrating Intercom with Zoho CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Intercom-Zoho CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Intercom and Zoho CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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