Connect ClearCRM and Intercom
Integrate ClearCRM with Intercom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User from Intercom when Get recent contracts from ClearCRM
List Tags from Intercom when Get recent contracts from ClearCRM
List Admins in Intercom when Get recent contracts from ClearCRM
Add Tag to Contact in Intercom when Get recent contracts from ClearCRM
List Contact Tags in Intercom when Get recent contracts from ClearCRM
Popular ClearCRM + Intercom flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Intercom
Automatically do this!
Get User
List Tags
List Admins
Add Tag to Contact
List Contact Tags
Get Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
List Articles
List Companies
List Teams
Find Contact By Email
Add Note
Search Tickets
Find Users
List Contacts
Get User from Intercom when Get recent contracts from ClearCRM
Use this flowList Tags from Intercom when Get recent contracts from ClearCRM
Use this flowList Admins in Intercom when Get recent contracts from ClearCRM
Use this flowAdd Tag to Contact in Intercom when Get recent contracts from ClearCRM
Use this flowList Contact Tags in Intercom when Get recent contracts from ClearCRM
Use this flowGet Companies from Intercom when Get recent contracts from ClearCRM
Use this flowCreate User in Intercom when Get recent contracts from ClearCRM
Use this flowFind Lead in Intercom when Get recent contracts from ClearCRM
Use this flowAdd or Remove Tag on Company in Intercom when Get recent contracts from ClearCRM
Use this flowCreate Conversation in Intercom when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Intercom.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Get User
Retrieve a user by email, Intercom ID, or external user ID.
List Tags
List all tags or retrieve a specific tag by ID.
List Admins
Retrieve all admins or a specific admin by ID by selecting fetch mode and providing an Admin ID.
Add Tag to Contact
Add a tag to contact
List Contact Tags
List tags on a selected contact by Contact ID.
Get Companies
Get all companies, or a single company by ID or name, from Intercom.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
About Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Intercom accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Intercom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Intercom. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Intercom, and a separate workflow where Intercom triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Intercom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Intercom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
