How to Integrate Intercom with Excel

Quick summary

This tutorial shows how to integrate Intercom with Microsoft Excel using Zapier by creating a Zap that automatically sends Intercom data into an Excel spreadsheet. In under 20 steps, you can connect both accounts, configure a trigger event, and publish a live automation without writing any code.

Steps

1. Head over 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 recommended matches.
5. Specify your preferred Trigger Event using the event drop-down.
6. Click Sign In and log in to your Intercom account.
7. 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. Search for Microsoft Excel and pick it as the Action app.
11. Click the drop-down menu and choose the Action Event you want to execute.
12. Click Sign In and log in to your active Microsoft account.
13. Tap Continue to proceed further.
14. Fill out the input fields one by one with the required information.
15. Click Continue to publish and enable the integration.
16. Your Intercom account is now integrated with Excel and your Zap is live.