Connect CRM.io and Intercom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
Ready to use CRM.io and Intercom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Added Email
Triggers when a Lead enters an email address.
New Closed Conversation
Triggers when you close a Conversation.
New Company
Triggers when a new Company is created.
Admin initiated message to one user
Triggers when Admin initiated message to one user.
New Ticket
Triggers when a new Ticket is created in Intercom.
New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Intercom (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CRM.io and Intercom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout 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.
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