Workbooks CRM + Intercom Integration
Connect Workbooks CRM to Intercom in 1 click
Free forever.Use premium features free for 14 days.1.
Case is created in Workbooks CRM Instant- Credit note is posted in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
Lead is created in Intercom Instant- Lead is untagged in Intercom Instant
- Lead is tagged in Intercom Instant
- Email is added to lead in Intercom Instant
- Message is created from user or lead in Intercom Instant
- User or lead is replied in Intercom Instant
- Admin opened conversation 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
- User email is updated 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
2.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Intercom Automations from
Integrately Community
Most popular
01
When Message is created in Intercom > Create a record (Custom Table) in CompanyHub > Create story in Pivotal Tracker
02
When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Ora
03
When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Pipefy
04
When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Trello
05
When Message is created in Intercom > Create module entry in Zoho CRM > Create card widget in Miro
Most popular
01
When Message is created in Intercom > Create a record (Custom Table) in CompanyHub > Create story in Pivotal Tracker
02
When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Ora
03
When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Pipefy
04
When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Trello
05
When Message is created in Intercom > Create module entry in Zoho CRM > Create card widget in Miro
06
Create Vision6 contact for new Intercom user
07
Create Sendy contact for new Intercom user
08
Create Loops contact for new Intercom user
09
Create KrispCall contact for new Intercom user
10
Create Phone.com contact for new Intercom user
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You Can Also Connect Workbooks CRM or Intercom With 1400+ Other Apps
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Intercom
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.
