Erxes + Intercom Integration

Integrate Erxes to Intercom in one click, or tell Integrately AI how you want each customer handled. Create users, update records, send messages, and sync support interactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Intercom
    Company is created in Intercom Instant
  • Intercom
    Conversation is closed by admin in Intercom Instant
  • Intercom
    Teammate replied in Intercom Instant
  • Intercom
    Admin initiates conversation in Intercom Instant
  • Intercom
    Note is added to conversation in Intercom Instant
  • Intercom
    Conversation is assigned to any teammate in Intercom Instant
  • Intercom
    User is created in Intercom Instant
  • Intercom
    User is deleted in Intercom Instant
  • Intercom
    User is unsubscribed in Intercom Instant
  • Intercom
    User email is updated in Intercom Instant
  • Intercom
    Event is created in Intercom Instant
  • Intercom
    Conversation is tagged in Intercom Instant
  • Intercom
    Conversation is partially deleted in Intercom Instant
  • Intercom
    Conversation is snoozed in Intercom Instant
  • Intercom
    Lead is created in Intercom Instant
  • Intercom
    User or lead is replied in Intercom Instant
  • Intercom
    Message is created from user or lead in Intercom Instant
  • Intercom
    Email is added to lead in Intercom Instant
  • Intercom
    Lead is tagged in Intercom Instant
  • Intercom
    Lead is untagged in Intercom Instant
  • Intercom
    Admin opened conversation in Intercom Instant
Arrow Right
2.
  • Intercom
    Add tag to user in Intercom
  • Intercom
    Remove tag from user in Intercom
  • Intercom
    Add contact to company in Intercom
  • Intercom
    Get admin by id in Intercom
  • Intercom
    Create user in Intercom
  • Intercom
    Update user in Intercom
  • Intercom
    Create lead in Intercom
  • Intercom
    Update lead in Intercom
  • Intercom
    Add tag on lead in Intercom
  • Intercom
    Update company in Intercom
  • Intercom
    Add/Remove tag on company in Intercom
  • Intercom
    Send message in Intercom
  • Intercom
    Search user in Intercom
  • Intercom
    Search lead in Intercom
  • Intercom
    Search company in Intercom
  • Intercom
    Create event in Intercom

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Ready WorkflowsReady Workflows   for Erxes + Intercom Integration

Capture customer profiles, sync messages, update company details, and track interactions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Erxes + Intercom flow

Streamline your customer data by connecting CRMs, support tools, and messaging channels to your core setup. Pick a combination and activate it in one click.

Erxes
Intercom
+
HubspotHubspot (3)
+
SalesforceSalesforce (3)
+
ZendeskZendesk (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
E
I
H
Add every new Erxes customer to Intercom, and create a matching contact in HubSpot
Erxes customers appear in Intercom and HubSpot instantly, eliminating manual data entry across platforms.
E
I
H
Turn every Erxes form submission into an Intercom lead and log a deal in HubSpot
Form submissions captured in Erxes immediately create an Intercom lead and a HubSpot deal.
E
I
H
Sync Erxes company creation to Intercom and update the company record in HubSpot
New companies in Erxes update Intercom accounts and sync directly into HubSpot.

Supported triggers and actions for Erxes and Intercom

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
Intercom
Intercom Triggers & Actions
Instant
Company is created in Intercom
Triggers the automation when a new company is created
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Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
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Instant
Teammate replied in Intercom
Triggers the automation when a teammate responds
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Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
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Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
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Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
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Instant
User is created in Intercom
Triggers the automation when a new user is created
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Instant
User is deleted in Intercom
Triggers the automation when a user is deleted
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Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
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Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
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Instant
Event is created in Intercom
Triggers the automation when a new event is created
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Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
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Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
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Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
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Instant
Lead is created in Intercom
Triggers the automation when a new lead is created
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Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
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Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
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Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
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Instant
Lead is tagged in Intercom
Triggers the automation when a lead is tagged
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Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
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Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
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Add tag to user in Intercom
Assigns a tag to a user based on particular criteria
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Remove tag from user in Intercom
Untag a user's profile
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Add contact to company in Intercom
Adds a contact to a company
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Get admin by id in Intercom
Retrieves admin by its ID
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Create user in Intercom
Generates a new user account
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Update user in Intercom
Updates user information
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Create lead in Intercom
Generates new leads for potential customers
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Update lead in Intercom
Updates the lead information
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Add tag on lead in Intercom
Assigns tag to a lead based on predefined criteria
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Update company in Intercom
Updates company information
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Add/Remove tag on company in Intercom
Updates company tags based on predefined criteria
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Send message in Intercom
Delivers a message to a designated recipient
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Search user in Intercom
Searches for a user
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Search lead in Intercom
Retrieves information for a particular lead
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Search company in Intercom
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Create event in Intercom
Adds a new contact to the contact list
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What can you automate with Erxes + Intercom?

Streamline your customer interactions, support tickets, and data syncing between Erxes and Intercom effortlessly.

What you can automate?
🔄
Sync New Customers Instantly
Create an Intercom user or lead the moment a new customer profile is registered in Erxes. Eliminate manual copy-pasting between your chatbot and support desk.
📋
Capture Every Form Submission
Map all submitted form fields from Erxes directly into Intercom profiles and custom attributes. Ensure your support agents have full context for every inquiry.
🔔
Alert Teams On New Messages
Trigger instant team notifications whenever a customer sends a new message or inquiry in Erxes. Keep your support staff responsive and engaged.
🔀
Route Leads Based on Data
Apply different tags or assign conversations to specific teammates in Intercom based on company size or submitted form criteria.
✍️
Keep Company Records Updated
Synchronize company creations and updates between Erxes and Intercom automatically. Maintain consistent account details across all customer touchpoints.
🔍
Prevent Duplicate Records
Search existing user and lead databases before creating new profiles in Intercom. Keep your customer lists clean and organized.
🏷️
Manage Conversation Tags
Add or remove tags on user profiles and conversations automatically as customer interactions progress through different support stages.
🌐
Extend Flows to CRMs and Slack
Connect your Erxes and Intercom setup to Slack, HubSpot, or Salesforce to notify sales reps and log records across your entire business stack.
And much more...

Who is Erxes + Intercom integration for?

Customer success managers, support teams, and revenue operations professionals rely on this integration to keep customer records accurate and actionable across platforms.

Analytics Leads
Analytics Leads
Support Managers
Support Managers
Account Executives
Account Executives
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Finance Administrators
Finance Administrators
📈
Analytics Leads
You're tracking customer engagement metrics across platforms, but your reporting dashboards only update when someone manually exports conversations, so your activity counts are always outdated — this integration means every interaction flows instantly and your metrics stay current.
Support Managers
You need to respond to high-priority customer inquiries immediately, but chat notifications get buried in crowded inboxes and delayed queues, so issues escalate before your team sees them — automating both apps means urgent messages trigger instant alerts and your response times drop.
🤝
Account Executives
You answer to clients who want immediate proof of onboarding progress and chat engagement, but pulling manual status reports takes hours away from selling — with this integration, every customer interaction syncs automatically and client updates generate themselves.
🚀
Operations Teams
Inbound chat volume is too high for anyone to keep up with by hand, leading to missed customer profiles and fragmented conversation histories across tools — connecting these apps means every submission populates correctly without manual data entry.
💼
Sales Representatives
You own the conversion step and depend on upstream chat forms to hand over complete lead details, but missing fields leave you chasing incomplete profiles — automating both apps means every form submission populates your CRM with full context.
📊
Finance Administrators
You need a reliable history of customer signups and account creations, but manual record-keeping keeps leaving blind spots in your database audit trails — this integration means every account maps accurately across your entire software stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Erxes + Intercom

Build and manage your Erxes + Intercom automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + Intercom with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Erxes to Intercom?
Frequently Asked Questions
You can connect Erxes to Intercom in 1 click using ready-made templates on Integrately, or by using Integrately AI to build custom multi-step workflows. It integrates seamlessly with popular tools like Slack, HubSpot, and Gmail.
Can I automatically create Intercom users when a new customer is registered in Erxes?
Frequently Asked Questions
Can I connect Erxes, Intercom, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Intercom?
Frequently Asked Questions
How does Erxes data sync with Intercom?
Frequently Asked Questions
Can I update company records between Erxes and Intercom?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Intercom?
Frequently Asked Questions
Is the Erxes and Intercom integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or Intercom With 1500+ Other Apps

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Intercom
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