PerfexCRM + Intercom Integration

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Create Your Own PerfexCRM & Intercom Integration Without Any Code

Create Custom Workflow

User email is updated in Intercom Instant
Conversation is closed by admin in Intercom Instant
Teammate replied in Intercom Instant
Admin initiates conversation in Intercom Instant
Note is added to conversation in Intercom Instant
Conversation is assigned to any teammate in Intercom Instant
User is created in Intercom Instant
User is deleted in Intercom Instant
User is unsubscribed in Intercom Instant
Company is created in Intercom Instant
Event is created in Intercom Instant
Conversation is tagged in Intercom Instant
Conversation is partially deleted in Intercom Instant
Conversation is snoozed in Intercom Instant
Lead is created in Intercom Instant
User or lead is replied in Intercom Instant
Message is created from user or lead in Intercom Instant
Email is added to lead in Intercom Instant
Lead is tagged in Intercom Instant
Lead is untagged in Intercom Instant
Admin opened conversation in Intercom Instant

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Add tag to user in Intercom
Remove tag from user in Intercom
Add contact to company in Intercom
Create user in Intercom
Update user in Intercom
Create lead in Intercom
Update lead in Intercom
Add tag on lead in Intercom
Update company in Intercom
Add/Remove tag on company in Intercom
Send message in Intercom
Search user in Intercom
Search lead in Intercom
Search company in Intercom
Create event in Intercom

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You Can Also Connect PerfexCRM or Intercom With 1200+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

Intercom is a versatile AI customer service solution that offers an AI chatbot, help desk, and proactive support. It ensures customer satisfaction by facilitating effective communication for better issue resolution.

See Intercom Integrations