Connect Intercom and Insightly
Integrate Intercom with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when Lead Adds Email Address in Intercom
Update Record in Insightly when Lead Adds Email Address in Intercom
List Emails from Insightly when Lead Adds Email Address in Intercom
List Events from Insightly when Lead Adds Email Address in Intercom
List Organisations from Insightly when Lead Adds Email Address in Intercom
Popular Intercom + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Intercom
When this happens...
Lead Adds Email Address
Conversation Is Closed
New Company Created
Admin Initiates Message to User
New Ticket Created
Contact Unsubscribes From Emails
New User Created
Tag Added to Conversation
Tag Added to Lead
User Is Tagged
Contact Is Updated
Admin Activity Log Event Created
New Lead Created
Admin Away Mode Is Updated
Admin Logged In
Admin Logs Out
Company Attached To Contact
Company Detached From Contact
Company Deleted
Company Updated
Contact Archived
Contact Is Deleted
Contact Email Updated
Tag Removed From Lead
Lead Is Updated
Contact Subscribes to Email
Contact Unarchived
Contact Unsubscribed From Email
User Untagged
Conversation Assigned to Any Teammate
Note Is Added to Conversation
Open Conversation Assigned To Teammate
Conversation Opened by Admin
Teammate Replies
Conversation Snoozed
Contact Added to Conversation
Contact Removed From Conversation
Conversation Is Deleted
Conversation Priority Updated
User Subscribes to Message Type
User Unsubscribes From Message Subscription Type
Admin Is Assigned to Ticket
Teammate Replies to Ticket
Ticket Attribute Updated
Ticket Contact Is Attached
Ticket Contact Detached
Note Added to Ticket
Ticket State Changes
Team Assigned to Ticket
Choose an action
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Create Record in Insightly when Lead Adds Email Address in Intercom
Use this flowUpdate Record in Insightly when Lead Adds Email Address in Intercom
Use this flowList Emails from Insightly when Lead Adds Email Address in Intercom
Use this flowList Events from Insightly when Lead Adds Email Address in Intercom
Use this flowList Organisations from Insightly when Lead Adds Email Address in Intercom
Use this flowCreate Record in Insightly when Conversation Is Closed in Intercom
Use this flowUpdate Record in Insightly when Conversation Is Closed in Intercom
Use this flowList Contact in Insightly when Conversation Is Closed in Intercom
Use this flowList Emails from Insightly when Conversation Is Closed in Intercom
Use this flowList Leads from Insightly when Conversation Is Closed in Intercom
Use this flowSupported Triggers & Actions
Everything you can automate between Intercom and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
Contact Unsubscribes From Emails
Runs when Contact Unsubscribes From Emails
Do thisActions
Action is the task that follows automatically within your Intercom integrations.
List All Tags
List All Tags
Add Tag to Contact
Add a tag to contact
Get contacts
Find Companies
Finds an existing companies.
Create User
Create a new User
Find Lead
Retrieve an Intercom contact: returns a lead when searching by email or contact ID, or the contact matching an external user ID.
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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AI will build it for you
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 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 moreSimilar apps
About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Intercom and Insightly 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 Intercom and Insightly 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 Insightly. No coding required.
Yes. You can set up a workflow where Intercom triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Intercom. 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 Intercom and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Intercom and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
