How to Integrate Intercom with Close

Quick summary

This tutorial shows how to integrate Intercom with Close using a Zapier automation, enabling customer messaging data to flow directly into your sales CRM. By setting up this Zap, teams can automatically sync Intercom events with Close without any manual data entry.

Steps

1. Go to the left-side panel and click 'Create'.
2. Choose 'Zaps' from the list of options.
3. Click the 'Trigger' tab to start the integration process.
4. Search for 'Intercom' and select it from the suggested results.
5. Specify your preferred 'Trigger Event' using the event selector.
6. Tap 'Sign In' and log in to your Intercom account.
7. Click 'Authorize Access' to agree to the terms and grant the necessary permissions.
8. Tap 'Test Trigger' to run your input.
9. Click 'Continue' to proceed further.
10. Search for 'Close' and pick it as the Action app.
11. Open the drop-down menu and select your preferred 'Action Event'.
12. Click 'Sign In' and log in to your Close account.
13. Select your Close organization and tap 'Allow' to grant access.
14. Fill out the input fields with the required contact information.
15. Click 'Continue' to publish and enable the integration.
16. Your Intercom account is now successfully integrated with Close via Zapier.