

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.
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Ready 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.
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.


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Hubspot (3)
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Salesforce (3)
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Zendesk (3)
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Slack (3)
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Stripe (3)
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Gmail (3)
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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.
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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.
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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 Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → 
Intercom Triggers & Actions
Instant
Company is created in Intercom
Triggers the automation when a new company is created
Try it → Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
Try it → Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
Try it → Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
Try it → Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
Try it → Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
Try it → Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
Try it → Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
Try it → Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
Try it → Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
Try it → Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
Try it → Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
Try it → Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
Try it → Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
Try it → Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
Try it → What can you automate with Erxes + Intercom?
Streamline your customer interactions, support tickets, and data syncing between Erxes and Intercom effortlessly.
🔄
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
Support Managers
Account Executives
Operations Teams
Sales Representatives
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.

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
Connect Erxes + Intercom with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Erxes + Intercom Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Erxes to Intercom?
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?
Can I connect Erxes, Intercom, and HubSpot?
What is a good Zapier alternative for Erxes and Intercom?
How does Erxes data sync with Intercom?
Can I update company records between Erxes and Intercom?
Do I need coding skills to automate Erxes and Intercom?
Is the Erxes and Intercom integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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