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Customize your Capsule CRM and Intercom integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM
  • Any other trigger you can think up

Intercom
  • New company Real-time
    New company in Intercom
  • New contact
    New contact in Intercom
  • New conversation
    New conversation in Intercom
  • New user
    New user in Intercom
  • Updated contact
    Updated contact in Intercom
  • Updated conversation
    Updated conversation in Intercom
  • Updated user
    Updated user in Intercom
  • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations
    search organizations in Capsule CRM
  • Search people
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM
  • Any other action you can think up

  • Show all 8
Intercom
  • Custom action
    Custom action in Intercom (Custom)
  • Add conversation note
    Add conversation note in Intercom
  • Archive users
    Archive users in Intercom
  • Get conversation by ID
    Get conversation by ID in Intercom
  • Reply to conversation as user
    Reply to a conversation in Intercom
  • Search conversations by user
    Search conversations by user in Intercom
  • Search notes by user
    Search notes by user in Intercom
  • Search segments by user
    Search segments by user in Intercom
  • Search tags by user
    Search tags by user in Intercom
  • Search user
    Search user in Intercom
  • Update user
    Update user in Intercom
  • Create/update users
    Insert/update users in Intercom
  • Any other action you can think up

  • Show all 12

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