Connect Initiative CRM and Intercom integrations
Connect Initiative CRM and Intercom with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Initiative CRM and Intercom to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a record is created or updated.
Assigns a conversation to an admin or team.
Attaches or detaches a company from a user.
Attaches or detaches a tag from a company.
Attaches or detaches a tag from a user.
Attaches or detaches a tag from a conversation.
Closes a conversation.
Creates a new contact (user or lead).
Create a conversation initiated by a user or lead.
Creates a note associated to a contact.
Creates a message for an in-app conversation or email conversation.
Creates or updates a company.
Creates or updates a data attribute for contacts or companies.
Creates or updates a tag.
Deletes a contact.
Deletes a tag.
Retrieves a company.
Retrieves a contact.
Retrieves a note associated to a contact.
Retrieves a conversation.
Retrieves an admin.
Retrieves the authenticated user.
Retrieves a segment.
Performs an arbitrary authorized API call.
Marks a conversation as read.
Merges a lead into a user.
Opens a snoozed or closed conversation.
Replies to a conversation with a message on behalf of a contact or admin or with a note for admins.
Sets an admin on "away" for the inbox.
Snoozes a conversation to reopen on a future date.
Submits a contact event.
Updates a contact.
Updates the custom attributes of a conversation.
Attaches or detaches a contact from a conversation.
Retrieves a log of activities by all admins.
Retrieves all your admins.
Retrieves all companies with associated users.
Retrieves all companies. This module is a variant of the List Companies module and is intended for large datasets.
Retrieves all contacts attached to a company.
Retrieves all segments that belong to a company.
Retrieves all your contacts (users and leads).
Retrieves the list of companies associated to a contact.
Retrieves a contact's events from the last 90 days.
Retrieves all notes associated to a contact.
Retrieves all segments that belong to a contact.
Retrieves the list of tags associated to a contact.
Retrieves all your conversations.
Retrieves the data attributes of the contact or company entity.
Retrieves all your segments.
Retrieves all your tags.
Searches for conversations matching a query.
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Build your Initiative CRM and Intercom integrations.
Create custom Initiative CRM and Intercom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Assigns a conversation to an admin or team.
Attaches or detaches a company from a user.
Attaches or detaches a contact from a conversation.
Attaches or detaches a tag from a company.
Attaches or detaches a tag from a user.
Attaches or detaches a tag from a conversation.
Closes a conversation.
Creates a new contact (user or lead).
Create a conversation initiated by a user or lead.
Popular Initiative CRM and Intercom workflows.
Looking to get more out of Initiative CRM and Intercom? With Make you can visually integrate Initiative CRM and Intercom into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add Intercom users from new VideoAsk responses
Every time a new response is added to the form in VideoAsk, Make will automatically create a new user in Intercom.
TRY IT ->Create Intercom users from new Thankster addresses
Every time a new address is created in Thankster, Make will automatically create a new user in Intercom.
TRY IT ->Add new Intercom leads to Call Assist
Every time there is a new lead created in Intercom, Make will automatically add this lead to Call Assist.
TRY IT ->Create a new contact in Initiative CRM from new events in Canlendly
Every time a new Calendly event is scheduled with you, a new contact will be instantly created in Initiative CRM. You need to have a Calendly premium account to create this integration.
TRY IT ->Create Google Contacts from Initiative CRM contacts
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new Google Contacts. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create ClickUp tasks from new Initiative CRM contacts
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create a new contact in Initiative CRM from a Dux-Soup webhook
Every time a new lead is received in Dux-Soup, a new contact will be instantly created in Initiative CRM.
TRY IT ->Create BoondManager contacts from Intercom users
Every time there is a new user added to Intercom, Make will automatically create a contact in BoondManager.
TRY IT ->Create Intercom users for new Getform submissions
Every time a new form is submitted in Getfrom, a new user will be added to Intercom. The template expects your form to have at least the following fields: 1. Name 2. Email More information on how to create this sample form [here](https://getform.io/installations/basic-installation).
TRY IT ->
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