Automate
customer communication and support with Intercom
Overviews
How it works?
Sync customer conversations to your CRM
Keep your sales and support teams on the same page by syncing Intercom conversations directly into your CRM, so everyone has visibility into customer interactions without switching between tools.
Create tasks when customers reach out
Turn new Intercom conversations into tasks in your project management tool, ensuring every customer inquiry gets assigned and tracked through to resolution.
Send proactive messages based on customer actions
Reach out to customers at exactly the right moment by sending Intercom messages when they complete specific actions in your app or website, helping you guide them to success.
Tag customers based on their behavior
Organize your customer base by adding tags in Intercom when customers meet certain criteria, making it easy to segment and target specific groups with relevant messaging.
Update contact and company information seamlessly
Keep customer profiles up to date by syncing information between Intercom and your other business tools, ensuring your team always has accurate customer data.
Track support metrics in spreadsheets
Send conversation data and ticket information to your spreadsheets to build custom dashboards, analyze response times, and measure team performance without manual data entry.
Build multi-channel support workflows
Connect Intercom with email, SMS, and other communication channels to create unified support experiences that reach customers wherever they are.
Add context with notes and updates
Enrich customer profiles by adding notes to Intercom contacts when important events happen in your other tools, giving your support team full context for every conversation.
Configure
Build with Gmail
Seamless CRM and support data sync
Connect Intercom to Salesforce, HubSpot, or your CRM to keep customer records synchronized. When a new conversation starts, instantly create or update CRM records with the latest support history, ensuring your sales team can see customer concerns and support interactions without digging through multiple systems.
Automated task creation from support requests
Link Intercom with Asana, Trello, or your project management tool to convert customer conversations into trackable tasks. When high-priority issues come in, create tickets that get assigned to the right team members, complete with customer details and conversation context already attached.
Behavior-triggered customer engagement
Connect your app or website events to Intercom to send perfectly timed messages. When a user completes onboarding, reaches a milestone, or shows signs of churning, reach out proactively with helpful guidance or targeted offers that feel personal, not automated.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
You can automate customer data syncing, task creation from conversations, proactive messaging based on user behavior, customer tagging and segmentation, support metric tracking, and multi-channel communication workflows. This saves hours of manual data entry and ensures your team responds to customers faster.
Yes, you can sync conversation data, contact information, and ticket details to your CRM or spreadsheets in real-time. This keeps your sales team informed about support interactions and lets you build custom reports without manually exporting data.
Connect your app events or other tools to Intercom to send targeted messages when specific conditions are met. For example, send a welcome message when someone signs up, or reach out with help when a user hasn't completed a key action. This happens on autopilot once you set up the workflow.
Absolutely. When new conversations or messages come in, you can create tasks in tools like Asana, Trello, or Monday.com with all the customer context included. This ensures support requests never fall through the cracks and get properly tracked to resolution.
Yes, you can add tags to contacts and companies in Intercom based on their behavior or information from your other tools. This makes it easy to create targeted segments for campaigns, identify power users, or flag at-risk customers — all without manual tagging.