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Set up your first integration
Quickly connect Intercom to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Intercom with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Intercom and monday.com, automating your workflow.
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Frequently Asked Questions about Intercom + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and monday.com
Can I automatically create new tasks in monday.com when a new conversation starts in Intercom?
Yes, you can set up an automation where a new task is instantly created on monday.com each time a conversation is started in Intercom. This is achieved using the trigger 'New Conversation in Intercom' linked with the action 'Create Item in monday.com'.
Is it possible to update an existing item in monday.com when a lead’s status changes in Intercom?
Absolutely, once a lead's status changes, you can use the trigger 'Lead Updated in Intercom' and map it to the action 'Update Item in monday.com' to keep your project management workspace up-to-date.
How can I sync notes from conversations in Intercom to monday.com?
To sync notes from Intercom into monday.com, configure the trigger 'New Note Added to Conversation' and associate it with 'Create Update on Item' action. This way, every note will reflect as updates on respective items.
Can I integrate customer tags from Intercom into my boards on monday.com?
Yes, by using the tag modifications as triggers such as 'Tag Added or Removed', you can perform actions like adding or updating items on your boards based on specific tags associated with an Intercom user.
What happens if I try to create an action when there’s no corresponding trigger available yet between Intercom and monday.com?
While there might be limitations with predefined triggers and actions, custom workflows can be utilized to develop personalized triggers that fit unique business needs. We are constantly working towards expanding our library of integrations.
Are automated notifications supported between Intercom and monday.com integration?
Yes—we support automation of notifications where alert messages can be sent via email or directly within applications whenever specified triggers are activated such as receiving a new message or tagging any customer interaction.
How do we handle data syncing between fields like email addresses and usernames from Intercom to monday.com?
The integration allows for field mapping where information such as email addresses or usernames captured via our triggers are automatically synced into designated fields within your customized monday.com boards using specific actions.
Practical ways you can use Intercom and monday.com
Capture new conversations in monday.com
When a new conversation is initiated in Intercom, Zapier will automatically create a new item in monday.com on a specific board. This helps business owners manage customer interaction tracking within their task management system and ensures no customer communication gets overlooked.
Business OwnerLog closed conversations in monday.com
Every time a conversation is marked as closed in Intercom, Zapier will automatically create an item in monday.com to track these resolved cases. This improves visibility into support team performance and streamlines reporting processes, enhancing workflow efficiency.
Customer Support Ops
Track support tickets in monday.com
Whenever a new ticket is created in Intercom, Zapier will automatically add it as an item in monday.com. This helps IT teams organize and prioritize technical issues efficiently, providing a clear view of outstanding problems and their statuses.
ITSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerInstant - New Lead
Triggers when a new Lead is created.
Try ItTriggerInstant - Which Tag?
Try ItTriggerInstant- Message body format
Try ItTriggerInstant
- Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerInstant - Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerInstant - New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerInstant - New Company
Triggers when a new Company is created.
Try ItTriggerInstant
