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

Triggers

When this happens…

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

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM
  • Any other trigger you can think up

Actions

Do this…

Intercom
  • Custom action
    Custom action in Intercom (Custom)
  • Add conversation note
    Add conversation note in Intercom
  • Archive users Batch
    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 Batch
    Search conversations by user in Intercom
  • Search notes by user Batch
    Search notes by user in Intercom
  • Search segments by user Batch
    Search segments by user in Intercom
  • Search tags by user Batch
    Search tags by user in Intercom
  • Search user
    Search user in Intercom
  • Update user
    Update user in Intercom
  • Create/update users Batch
    Insert/update users in Intercom
  • Any other action you can think up

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects Batch
    Get related object list in Veeva CRM
  • Search objects Batch
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM
  • Any other action you can think up

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