Close + Intercom Integration
Integrate Close to Intercom in one click, or tell Integrately AI how you want each lead handled. Sync contacts, update lead details, send messages, and track customer interactions automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
Message is created from user or lead in Intercom Instant- Email is added to lead in Intercom Instant
- Lead is tagged in Intercom Instant
- Lead is untagged in Intercom Instant
- User or lead is replied in Intercom Instant
- Admin opened conversation in Intercom Instant
- Conversation is closed by admin in Intercom Instant
- Teammate replied in Intercom Instant
- Admin initiates conversation in Intercom Instant
- Note is added to conversation in Intercom Instant
- Conversation is assigned to any teammate in Intercom Instant
- User is created in Intercom Instant
- User is deleted in Intercom Instant
- User is unsubscribed in Intercom Instant
- User email is updated in Intercom Instant
- Company is created in Intercom Instant
- Event is created in Intercom Instant
- Conversation is tagged in Intercom Instant
- Conversation is partially deleted in Intercom Instant
- Conversation is snoozed in Intercom Instant
- Lead is created in Intercom Instant
2.
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
- Create user in Intercom
- Add tag to user in Intercom
- Update user in Intercom
- Create lead in Intercom
- Update lead in Intercom
- Add tag on lead in Intercom
- Update company in Intercom
- Add/Remove tag on company in Intercom
- Send message in Intercom
- Create event in Intercom
- Search user in Intercom
- Search lead in Intercom
- Search company in Intercom
- Remove tag from user in Intercom
- Add contact to company in Intercom
- Get admin by id in Intercom
Trusted by experts at...
Ready Workflows for Close + Intercom Integration
Sync leads, update customer details, notify your support team, and send messages, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Close + Intercom flow
Connect customer data to your CRM, support queue, and messaging channels as soon as interactions happen. Pick a combination and activate it in one click.
+
Salesforce (4)
Salesforce (4) +
Calendly (3)
Calendly (3) +
Hubspot (3)
Hubspot (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Stripe (3)
Stripe (3) C
I
S
Create a Salesforce contact whenever a new lead is created in Close and Intercom
Every new Close lead creates an Intercom user and a Salesforce contact instantly, keeping your sales and support records aligned.
C
I
S
Update a Salesforce contact when a contact is updated in Close and Intercom
Keep Salesforce and Intercom updated automatically whenever contact information changes in Close.
C
I
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Create a Salesforce task when a call record is created in Close and Intercom
Log call activities from Close into Intercom and create a follow-up task in Salesforce automatically.
C
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Use Claude to qualify Close leads before creating a Salesforce contact and Intercom user
Use AI to evaluate lead fit before creating records in Intercom and Salesforce.
Supported triggers and actions for Close and Intercom
Mix and match to build the exact automation you need
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → Intercom Triggers & Actions
Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
Try it → Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
Try it → Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
Try it → Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
Try it → Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
Try it → Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
Try it → Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
Try it → Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
Try it → Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
Try it → Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
Try it → Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
Try it → Instant
Company is created in Intercom
Triggers the automation when a new company is created
Try it → Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
Try it → Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
Try it → Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
Try it → What can you automate with Close + Intercom?
Streamline your sales and support workflows by connecting lead creation, contact updates, and customer communications.
🔄
Sync leads and contacts instantly
Create corresponding contacts and user profiles automatically whenever a new lead is registered in your sales platform.
📋
Capture every submitted field
Map all custom form answers and contact attributes into your support and CRM records instead of just names and email addresses.
🔔
Notify your team immediately
Alert sales reps and support agents in team channels the moment a high-value prospect interacts or books a call.
🔀
Route based on submitted criteria
Send enterprise leads to dedicated account managers while routing standard enquiries to automated support workflows.
📝
Keep records continuously updated
Refreshes customer profiles and contact details across both platforms whenever information changes during conversations.
🚫
Prevent duplicate records
Search existing databases before creating new entries to ensure clean, deduplicated customer contact lists.
💼
Handle status changes smoothly
Trigger follow-up tasks and notification alerts automatically when opportunity stages or conversation statuses update.
🔗
Extend workflows to third-party tools
Connect your core automation flow to Slack, Salesforce, or Gmail to notify teams and log external actions.
And much more...
Who is Close + Intercom integration for?
Sales and customer support teams handling high volumes of prospect and user interactions need this integration to ensure seamless data flow between their CRM and help desk.
Sales operations managers
Customer support leads
Account executives
Growth marketers
Sales development reps
Customer success directors
📈
Sales operations managers
You report on pipeline metrics and conversion rates every week, but your CRM records are always missing recent support interactions because agents log notes by hand — with this integration, every customer touchpoint syncs instantly and your analytics stay current.
⚡
Customer support leads
You need to act fast when high-value accounts experience issues, but support tickets sit in your help desk without context from sales calls — with this integration, every conversation links directly to active deals and your team resolves issues immediately.
🤝
Account executives
You answer to enterprise clients who demand full visibility into ongoing support requests during sales cycles, but status updates require endless manual lookups — with this this integration means every account detail stays synchronised across systems.
📊
Growth marketers
The inbound lead volume is too high for anyone to keep up by hand, resulting in delayed follow-ups and lost conversion opportunities — with this integration, every lead flows straight into your communication channels automatically.
🎯
Sales development reps
You own the initial outreach and depend on marketing campaigns to hand over qualified leads without missing contact details — with this automation, every prospect record arrives complete and ready for immediate prospecting.
🔍
Customer success directors
You need a reliable history of customer interactions across onboarding and support, but keep finding data gaps in your customer records — with this integration, every engagement is logged securely in one place.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Close + Intercom
Build and manage your Close + Intercom automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Intercom with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + Intercom Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Close to Intercom?
You can connect Close to Intercom instantly using 1-click workflows or by asking Integrately AI to build the integration for you. It takes just minutes to link your accounts along with tools like Salesforce, Calendly, Hubspot, and Slack.
Can I automatically sync new leads from Close into Intercom users?
Can I connect Close, Intercom, and Slack?
What is a good Zapier alternative for Close and Intercom?
How are lead updates handled between Close and Intercom?
Can I trigger Intercom actions based on Close opportunity changes?
Do I need coding skills to set up the Close and Intercom integration?
Is the Close and Intercom integration free?
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You Can Also Connect Close or Intercom With 1500+ Other Apps
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