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About
About
The Intercom Integration for Zoho CRM connects Intercom messaging with Zoho CRM to provide complete visibility into customer conversations. With this integration, sales and support teams can view Intercom contacts, companies, and conversation history directly within Zoho CRM.
This integration allows teams to manage customer communication without switching between platforms. By bringing Intercom chat activity into Zoho CRM, organizations can track customer engagement, respond faster to inquiries, and maintain a unified view of customer interactions.
Pre-requisites for app installation
Pre-requisites for app installation
Should have a HubSpot CRM account
Should have a Fast2SMS account
Should have Fast2SMS sender number
Should have approved Fast2SMS templates to initiate the conversation.
Features
Features
View and reply to Intercom conversations from inside Zoho CRM lead/contact records
Compose new outbound Intercom messages directly from a CRM record
Access chat history from within Zoho CRM modules
Sync messages and message assignees between Intercom and Zoho CRM
Map Intercom agents to corresponding Zoho CRM users
Application Installation
Application Installation
Step 1: Go to the Zoho CRM marketplace and install "Intercom for Zoho CRM" to initiate the installation process.
Step 2: Check both consent boxes and click the "Continue" to install the extension in Zoho CRM.
Step 3: Select the Zoho CRM profiles for which the app has to be installed and click "Confirm" to proceed further.
Step 4: You will be redirected to the settings page—log in to the integration using your email or Google sign-in options.
Step 5: Choose the Datacenter Region for your Zoho CRM Account. Click the "Authorize Zoho CRM" button to initiate the Zoho CRM authorization.
Step 6: Check the authorization box and click Accept to grant access and complete the Zoho CRM authorization.
Step 7: Click the "I've Authorized - Refresh" button to proceed further.
Step 8: Click the "I've Authorized - Refresh" button to proceed further.
Step 9: Click the "Authorize Intercom" button to authorize your Intercom account.
Step 10: Click the "Authorize access" button to finish the Intercom authorization.
Step 11: Click the "Authorize access" button to finish the Intercom authorization.
Application Working
Application Working
Sending Fast2SMS Messages from HubSpot CRM contacts.
Sending Fast2SMS Messages from HubSpot CRM contacts.
Step 1: In the settings page that you're redirected to, click the "App Users" option to add the Zoho CRM users.
Step 2: Click the "Add" button to add the users.
Step 3: Type "/" to insert a template message.
Step 4: Choose a template from the Templates list page.
Step 5: The preview of the chosen template will be shown. Click "#" to add a placeholder value to the message template to send personalized messages. You can also manually type a placeholder value. Click "Send" to send the message.
Step 6: A pop up appears to notify that the messages are sent.
Step 7: Find the message record history for the sent messages in the activities section.
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