Add notes to Zendesk Sell contacts from new Intercom conversations

First, we need to connect Intercom and Zendesk Sell to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Intercom to Zapier.

  Give Zapier access to your Intercom account, using Intercom credentials.

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  Connect Zendesk Sell to Zapier.

  Give Zapier access to your Zendesk Sell account, using Zendesk Sell credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  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.).

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  Then set up an Action for Zendesk Sell

  Choose this action: Find Contact (Finds a contact by Contact ID, name or email address.).

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  Then set up another Action for Zendesk Sell

  Choose this action: Create Note (Creates a new note for an existing lead, contact or deal.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Intercom and Zendesk Sell.

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  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 notes to Zendesk Sell contacts from new Intercom conversations!