

Intercom + Sharepoint Integration
Integrate Intercom to Sharepoint in one click, or tell Integrately AI how you want each lead handled. Capture leads, create list items, update your lists, alert your team, and trigger follow-ups automatically.
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Ready Workflows for Intercom + Sharepoint Integration
Capture leads, organise responses, keep lists updated, alert your team, and send follow-ups, 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 Intercom + Sharepoint flow
Teams and stakeholders need to see updates as soon as customer conversations happen. Pick a combination and activate it in one click.


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Microsoft Teams (3)
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Jira Software Cloud (3)
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Slack (3)
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Zendesk (3)
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Confluence (3)
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Google Drive (3)
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Add every new Intercom lead to Sharepoint and notify your sales team on Microsoft Teams
New Intercom leads instantly appear as Sharepoint list items while your sales team receives an immediate notification in Microsoft Teams.
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When a Sharepoint file is created in folder, update the user in Intercom and post an update in Microsoft Teams
New documents added to Sharepoint folders automatically update Intercom user details and notify your team in Microsoft Teams.
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When a conversation is closed by admin in Intercom, create a Sharepoint list item and notify your support channel in Microsoft Teams
Closed Intercom conversations generate Sharepoint list items for record-keeping and alert support channels in Microsoft Teams.
Supported triggers and actions for Intercom and Sharepoint
Mix and match to build the exact automation you need

Intercom Triggers & Actions
Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
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 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 → 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 opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
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
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
Try it → Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
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 → What can you automate with Intercom + Sharepoint?
Streamline your customer operations by connecting support workflows directly to your document storage and lists.
📋
Create Sharepoint list items from new Intercom leads
Automatically generate a new Sharepoint list item the moment a user is created in Intercom. Eliminate manual data entry and keep your tracking sheets synchronized.
📁
Provision folders for every new customer
Set up dedicated Sharepoint folders automatically whenever a new company or user is created in Intercom. Keep client documentation organized from day one.
🔔
Alert your team instantly on new events
Notify team members immediately when important support interactions happen in Intercom or files are uploaded to Sharepoint repositories.
🔀
Route data based on custom tags
Apply conditional logic to send specific Intercom leads or tagged conversations to designated Sharepoint lists based on criteria.
🔄
Keep records updated as conversations close
Automatically update Sharepoint list items when conversations are closed by admins in Intercom, ensuring your archives reflect true status.
🔍
Search and update existing records
Locate existing Sharepoint files or list items before creating new entries, preventing duplicate records across your workspace.
📂
Manage file uploads and folder creation
Trigger automated workflows when new files are created in Sharepoint folders, updating user profiles in Intercom seamlessly.
💬
Extend workflows to messaging tools
Connect your core Intercom and Sharepoint flow with Slack or Microsoft Teams to keep stakeholders informed of every milestone.
And much more...
Who is Intercom + Sharepoint integration for?
Teams connecting customer support data with document repositories rely on automated syncs to eliminate manual data entry and keep records accurate.
Operations Managers
Customer Support Leads
Account Managers
Sales Representatives
Customer Success Teams
Compliance Officers
📈
Operations Managers
You compile customer metrics from Intercom support logs into Sharepoint reports, but manual exports leave your dashboards outdated — this integration means every new record syncs instantly and your tracking stays current.
⚡
Customer Support Leads
You need to archive resolved issues in Sharepoint right after Intercom conversations close, but delays cause missing documentation — connecting these apps means every closed case logs automatically.
🤝
Account Managers
You share client progress updates stored in Sharepoint with stakeholders, but manual file management creates blind spots — this integration means your repository updates the moment customer profiles change.
📊
Sales Representatives
You handle high volumes of inbound leads in Intercom and need them cataloged in Sharepoint lists, but manual copying is slow — automating both apps means every lead lands in your lists without manual effort.
⚙️
Customer Success Teams
You depend on support handoffs from Intercom to update client workspaces in Sharepoint, but communication lags cause bottlenecks — automating both apps means your client files update the second interactions occur.
🗂️
Compliance Officers
You maintain strict audit histories of customer communications in Sharepoint, but manual logging introduces gaps — this integration means every support event is recorded reliably.

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 + Sharepoint
Build and manage your Intercom + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Intercom + Sharepoint 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
Connect Intercom + Sharepoint Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Intercom to Sharepoint?
You can connect Intercom to Sharepoint in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation. Connect your accounts and start syncing records alongside tools like Slack, Microsoft Teams, and Zendesk.
Can I automatically create Sharepoint list items from new Intercom leads?
Can I connect Intercom, Sharepoint, and Slack?
What is a good Zapier alternative for Intercom and Sharepoint?
How does Intercom data get transferred to Sharepoint?
Can Sharepoint file uploads trigger actions in Intercom?
Do I need coding skills to automate Intercom and Sharepoint?
Is the Intercom and Sharepoint integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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