Do everything in one place
Customize your Deal Cloud and Intercom integration with the following
triggers and actions.
Triggers
When this happens…
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
Any other trigger you can think up
Intercom
- New company Real-timeNew company in Intercom
- New contactNew contact in Intercom
- New conversationNew conversation in Intercom
- New userNew user in Intercom
- Updated contactUpdated contact in Intercom
- Updated conversationUpdated conversation in Intercom
- Updated userUpdated user in Intercom
Any other trigger you can think up
Actions
Do this…
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
Any other action you can think up
Intercom
- Custom actionCustom action in Intercom (Custom)
- Add conversation noteAdd conversation note in Intercom
- Archive users BatchArchive users in Intercom
- Get conversation by IDGet conversation by ID in Intercom
- Reply to conversation as userReply to a conversation in Intercom
- Search conversations by user BatchSearch conversations by user in Intercom
- Search notes by user BatchSearch notes by user in Intercom
- Search segments by user BatchSearch segments by user in Intercom
- Search tags by user BatchSearch tags by user in Intercom
- Search userSearch user in Intercom
- Update userUpdate user in Intercom
- Create/update users BatchInsert/update users in Intercom
Any other action you can think up
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