When Message is created in Intercom > Create module entry in Zoho CRM > Create card in Pipefy
Intercom + Zoho CRM + Pipefy Integration
Intercom + Pipefy Integration
Integrate Intercom to Pipefy in one click, or tell Integrately AI how you want each lead handled. Capture new enquiries, create tracked cards, assign follow-ups, and keep your operational workflows updated automatically.
Free forever.Use premium features free for 14 days.1.
User is deleted 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
- Message is created from user or lead 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
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
2.
- Remove tag from user in Intercom
- Add contact to company in Intercom
- Get admin by id in Intercom
- Search company in Intercom
- 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
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
Trusted by experts at...
Ready Workflows for Intercom + Pipefy Integration
Capture new leads, create operational cards, keep workflows updated, alert your team, and trigger follow-ups, all in just one click.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Intercom + Pipefy flow
Sync your core customer interactions and operational tasks with communication, CRM, and productivity tools to keep every team aligned. Pick a combination and activate it in one click.
+
Slack (4)
Slack (4) +
HubSpot (3)
HubSpot (3) +
Gmail (3)
Gmail (3) +
Google Drive (3)
Google Drive (3) +
Asana (3)
Asana (3) +
Stripe (3)
Stripe (3) I
P
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Add every new Intercom lead to Pipefy as a card, and notify your sales channel in Slack
New Intercom leads appear in Pipefy as a card the moment they arrive and your sales channel hears about it in Slack, so nobody misses a follow-up.
I
P
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When a conversation is closed by admin in Intercom, update the matching Pipefy card and alert your support channel in Slack
Closed Intercom conversations update your Pipefy cards instantly while alerting your support team on Slack.
P
I
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When a Pipefy card is moved, update the user in Intercom and post the progress update in Slack
Progress updates in Pipefy automatically sync back to Intercom users and notify your team on Slack.
I
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If a new Intercom lead is tagged VIP, create a high-priority Pipefy card and alert your executive channel in Slack
VIP leads in Intercom trigger high-priority Pipefy cards and immediate Slack alerts for executive review.
Supported triggers and actions for Intercom and Pipefy
Mix and match to build the exact automation you need
Intercom Triggers & Actions
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
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
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 → Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with Intercom + Pipefy?
Connect your customer communication platform with your operational workflow engine to streamline data transfer and eliminate routine manual work.
🚀
Create Pipefy cards from new Intercom leads automatically
Turn every incoming lead in Intercom into an operational tracking card in Pipefy the second it arrives. Eliminate manual copying and start your fulfillment workflows instantly.
📝
Capture every submitted conversation field and detail
Map all available customer inputs, notes, and user attributes from Intercom straight into your Pipefy card fields instead of just basic names and emails.
🔔
Alert the right team member as soon as events occur
Trigger instant notifications and updates across communication channels the moment a new lead is captured or an operational card changes status.
🔀
Route records based on submitted criteria and tags
Apply conditional logic to direct VIP leads or specific inquiry types into dedicated Pipefy pipelines based on tags and user attributes.
🔄
Keep operational boards up to date as statuses change
Synchronize status updates seamlessly between closed Intercom conversations and your Pipefy card fields in real time.
🔍
Search and update existing records to avoid duplicates
Look up existing user and card entries before creating new ones, ensuring your operational boards remain clean and organized.
✅
Handle later lifecycle stages and completions smoothly
Manage post-completion steps like updating user profiles, archiving files, or advancing pipeline stages when cards are completed.
🌐
Extend your workflow to external apps like Slack
Connect your core Intercom and Pipefy pipeline to supporting apps like Slack or HubSpot to notify teams and log external data.
And much more...
Who is Intercom + Pipefy integration for?
Teams managing customer inquiries and operational workflows find that connecting Intercom and Pipefy eliminates manual data entry and keeps every process aligned.
Operations Managers
Customer Support Leads
Client Success Directors
Sales Development Teams
Implementation Specialists
Quality Assurance Leads
📈
Operations Managers
You're overseeing complex workflows across multiple boards, but your tracking data only updates when someone manually exports Intercom leads, so your queue counts are always hours behind — with this integration, every new lead lands in Pipefy instantly and your metrics stay current.
⚡
Customer Support Leads
You need to act fast on critical customer tickets, but you find out about escalations too late because support logs and operational boards live in separate windows — with this integration, every closed conversation updates your Pipefy cards instantly and keeps your team informed.
🤝
Client Success Directors
You answer to stakeholders who want to see real-time progress on client requests, but manual status tracking creates constant delays — with this integration, every card movement in Pipefy updates your Intercom users automatically and provides reliable visibility.
📊
Sales Development Teams
The incoming lead volume is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue opportunities — with this integration, every new Intercom lead creates a tracked Pipefy card automatically so no prospect falls through the cracks.
🔄
Implementation Specialists
You own the onboarding stage and depend on support reps to hand over customer details, but manual handoffs cause frustrating bottlenecks — with this integration, customer data flows straight from Intercom into Pipefy the moment a lead is created.
📋
Quality Assurance Leads
You need a reliable history of customer interactions and operational steps, but keep finding gaps caused by manual record-keeping errors — with this integration, every event creates verified audit trails across both platforms without human intervention.
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 Intercom + Pipefy
Build and manage your Intercom + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Intercom + Pipefy 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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Intercom to Pipefy?
You can connect Intercom to Pipefy in one click using pre-built workflows or by asking Integrately AI to set up your integration. With over 1,500+ supported apps including Slack and HubSpot, automating your customer support and operational processes takes minutes.
Can I automatically create Pipefy cards from new Intercom leads?
Can I connect Intercom, Pipefy, and Slack?
What is a good Zapier alternative for Intercom and Pipefy?
How does Intercom handle lead data transfers in this integration?
Can Pipefy card status updates sync back to Intercom?
Do I need coding skills to automate Intercom and Pipefy?
Is the Intercom and Pipefy integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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