This automation scenario allows you to connect Intercom and Zoho Desk
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Intercom and Zoho Desk can also be integrated using automation tools other than zapier:
When this trigger fires in Intercom
Triggers when a new conversation is created by a user in Intercom.
Then this action happens in Zoho Desk
Creates a new ticket for customer requests.
This guide contains information on how to set up an automatic workflow that allows to Add new Intercom conversations as Zoho Desk tickets.
Part I
First, we need to connect Intercom and Zoho Desk to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom credentials.
Connect Zoho Desk to Zapier.
Give Zapier access to your Zoho Desk account, using Zoho Desk credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Intercom
Choose the following trigger: New Conversation (Legacy) (Triggers when a new conversation is created by a user in Intercom.).
Then set up an Action for Zoho Desk
Choose this action: Create Ticket (Creates a new ticket for customer requests.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and Zoho Desk.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Intercom conversations as Zoho Desk tickets!
Triggers when a new User is created.
Triggers when a User is tagged.
Triggers when a Lead enters an email address.
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a Lead is tagged.
Creates a new ticket for customer requests.
Creates a new contact.
Creates a new account.
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
Add a comment to a ticket.
Add an attachment to a ticket.
Zoho Desk is the industry's favorite context-aware customer service software, designed to help you streamline customer care and foster happy customers across various channels.
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