How to Integrate Intercom with Excel

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It is very easy to integrate Intercom with Excel via Zapier. Here’s a quick tutorial on how to do it:

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1. Head over to the left-side panel and click 'Create'.
2. Choose 'Zaps' from the list of options.
3. After that, click the 'Trigger' tab to start the integration process.
4. Search for 'Intercom' and select it from the recommended matches.
5. Next, specify your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards and log in to your Intercom account.
7. Subsequently, click 'Authorize Access' to accept the terms and grant the necessary permissions.
8. Click 'Test Trigger' to run your input.
9. Select your preferred record, then click 'Continue With Selected Record'.
10. Following that, search for 'Microsoft Excel' and pick it as the Action app.
11. Next, click the drop-down menu and choose the 'Action Event' you want to execute.
12. Click 'Sign In' afterwards and log in to your active Microsoft account.
13. Tap 'Continue' to proceed further.
14. One by one, fill out the input fields with the required information.
15. Once done, click 'Continue' to publish and enable the integration.
16. After completing these steps, your Intercom account will be integrated with Excel.