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Intercom and HubSpot Integration: Sync Date and Automate Workflows

28 Jun 2022 · 2 min

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2:20

Connect Intercom and HubSpot to automatically create contacts from Intercom leads, log conversation transcripts as activities, and trigger workflows based on conversation data. Sync lead qualification updates between platforms and enroll contacts in workflows by keywords, dates, or links.

Questions this video answers

June 28, 2022.

Over 1000 integrations.

Between 7 and 10 integrations.

HubSpot Contact Creation (enable automatic contact creation).

In the Enrollment triggers menu of HubSpot workflows (option: "Intercom conversations").

Chapters

Did you know the average HubSpot customer installs between 7 and 10 integrations. The HubSpot App Marketplace offers over 1000 integrations across customer service, marketing, sales, and more. Integrations reduce complexity by bringing disparate tools together, which allows HubSpot to act as a single source of truth for customers. Today we'll talk about the integration between HubSpot and Intercom. Intercom is a customer communications platform that unifies different aspects of the customer journey, from conversion to engagement and support. To get started, visit the HubSpot App Marketplace and follow the steps to install and authorize this integration. With just a few clicks, HubSpot and Intercom will be ready to exchange data. You can now choose to automatically send your leads and conversions From Intercom to HubSpot by going to your settings, clicking on HubSpot Contact Creation and enabling automatic contact creation. From there on, every Intercom lead and user with an email address will be created as a contact in HubSpot. Their conversation transcripts will appear as activities in HubSpot. When you update Intercom Lead's qualification details like email name, company or phone number, they'll be automatically updated in HubSpot. Another great benefit of this integration is that you can access key HubSpot data like HubSpot Contact Owner directly from your intercom inbox. Get a complete picture of your leads right from your inbox. Use the data collected in your Intercom conversations to trigger actions with HubSpot workflows. Once the integration is installed, the Enrollment triggers menu of HubSpot workflows will show the option Intercom conversations. You can use specific details like when the conversation occurred, keywords in the transcript, or the use of links in a conversation to trigger actions within HubSpot. With the integration, HubSpot stays up to date by automatically syncing Intercom's new leads and their qualification data. Get a complete picture of every lead's journey by logging the conversations they have in Intercom into HubSpot's activity timeline. Build richer customer context and a clearer picture of your leads so you can close more deals faster. Are you ready to connect Intercom with HubSpot? To learn more and get started, visit the HubSpot App Marketplace.