Connect Intercom and SugarCRM to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Ready to use Intercom and SugarCRM automations
Actions and Triggers
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.
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Frequently Asked Questions
To start, connect both your Intercom and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercom triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Intercom data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Intercom and SugarCRM 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 Intercom and SugarCRM. 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 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 MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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