Skip to content
Intercom logo

Intercom integration

Customer messaging platform for sales, marketing, and support. Use Intercom from Zoft voice agents, chat agents, workflows and AI employees.

Get early accessTalk to sales
  1. Starts withNew Lead
  2. ZoftAgent or workflow decides what happens next
  3. Then in IntercomSend Message
  4. AndCreate User
Illustrative flow built from Intercom’s real triggers and actions.

Zoft + Intercom

What Zoft can do with Intercom.

  • 01Voice agentsA phone agent can use Intercom actions such as Send Message and Create User during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Intercom while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Lead” happens in Intercom, or use Intercom as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Intercom actions on its own, and ask for your approval before it sends or changes anything important.

Actions 22

Things Zoft can do in Intercom.

  • Find LeadFinds an existing lead.
  • Find UserFinds an existing user.
  • Create UserCreates a new user.
  • Find CompanyFinds an existing company.
  • Send MessageSend a message to a contact (only allowed by admins)
  • Create TicketCreates a new ticket.
  • List TagsList all tags.
  • Update TicketUpdates an existing ticket.
  • Create ArticleCreates a new article in your Help Center.
  • Custom API CallMake a custom API call to a specific endpoint
Show all 22
  • Add NoteAdd a note to a user
  • Retrieve a ConversationRetrieves a specific conversation by ID.
  • Find ConversationSearches for conversations using various criteria
  • Create ConversationCreates a new conversation from a contact.
  • Reply to conversationReply (as an admin) to a conversation with a contact
  • Add note to conversationAdd a note (for other admins) to an existing conversation
  • Create or Update LeadCreate or update an Intercom lead.If an ID is provided, the lead will be updated.
  • Create/Update UserUpdate a user within intercom given an email address.
  • Assign conversation to an admin or a team(Re)assign conversation to a specific admin or team.
  • Add/Remove Tag on CompanyAttach or remove a tag from a specific company.
  • Add/Remove Tag on ContactAttach or remove a tag from a specific contact.
  • Add/Remove Tag on ConversationAttach or remove a tag from a specific conversation.

Triggers 20

Events in Intercom that can start a workflow.

  • New LeadTriggers when a new lead is created.
  • New UserTriggers when a new user is created.
  • New TicketTriggers when a new ticket is created.
  • New CompanyTriggers when a new company is created.
  • Reply from a user or leadTriggers when a reply is received from a user or lead (not an admin)
  • Contact RepliedTriggers when a contact replies to a Conversation in Intercom.
  • Reply from an Intercom adminTriggers when a reply is received from an Intercom admin (not a user or lead)
  • Updated ContactTriggers when a contact is updated.
  • Lead Added EmailTriggers when a lead enters an email address.
  • Conversation was ratedTriggers when a conversation is rated
Show all 20
  • Tag Added to LeadTriggers when a tag is added to a lead.
  • Tag Added to UserTriggers when a tag is added to a user.
  • Conversation ClosedTriggers when a conversation is closed.
  • Conversation snoozedTriggers when a conversation is snoozed
  • Conversation assigned to any Intercom adminTriggers when a conversation is assigned to an admin
  • Conversation unsnoozedTriggers when a conversation is unsnoozed
  • Tag added to a conversation partTriggers when a conversation part is tagged.
  • Lead Converted To UserTriggers when a lead is converted to a user.
  • New ConversationTriggers when a conversation is created by a user or lead (not an admin).
  • Note added to conversationTriggers when a note is added to a conversation

Setup

Connect Intercom in three steps.

  1. 01ConnectChoose Intercom in Connections and approve access in the Intercom sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Intercom as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More customer support integrations.

See all in Customer support

FAQ

Intercom on Zoft, answered.

What can Zoft do with Intercom?

Zoft supports 22 actions and 20 triggers for Intercom. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Intercom to Zoft?

Choose Intercom in Connections and approve access in the Intercom sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Intercom?

Yes. Once Intercom is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Intercom without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Intercom to work in your operation.

Get early accessTalk to sales