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Intercom + Plaid Integrations

Appy Pie Connect allows you to automate multiple workflows between Intercom and Plaid

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Intercom + Plaid

  • Intercom Zendesk

    Intercom + Zendesk

    Create tickets on Zendesk for new Intercom conversations Read More...
    Close
    When this happens...
    Intercom New Conversation
     
    Then do this...
    Zendesk Create Ticket
    Intercom and Zendesk both are great tools to help you drive sales and offer support through every step of the funnel. Trusted by the world’s most innovative businesses, both tools are great at improving the entire sales and support vertical manifold. After setting this integration up, whenever a new conversation takes place on Intercom, Appy Pie Connect will automatically create new tickets for future follow ups in Zendesk, keeping both teams and client databases updated no matter where the action happens.
    How this Intercom - Zendesk integration Works
    • A new conversation takes place on Intercom
    • Appy Pie Connect automatically creates a ticket on Zendesk
    What You Need
    • An Intercom account
    • A Zendesk account
  • Intercom Salesforce

    Intercom + Salesforce

    Create leads in Salesforce from new Intercom users Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Salesforce Create Lead
    If you are looking for ways to make your CRM applications work hand in hand, then this integration is for you. After setting this integration up, whenever a new user is added to your Intercom account, Appy Pie Connect will automatically send that user to Salesforce as a new lead. This way, you can keep growing your business by generating new leads.
    How It Works
    • A new user is added to Intercom
    • Appy Pie Connect will automatically add that user to Salesforce as a new lead
    What You Need
    • An Intercom account
    • A Salesforce account
  • Intercom MailChimp

    Intercom + MailChimp

    Create subscribers on MailChimp from Intercom contacts Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    MailChimp Add/Update Subscriber
    Don't worry about manually adding new Intercom contacts to your MailChimp list because this integration takes care of that for you. After setting this integration up, whenever you add a new contact to Intercom, Appy Pie Connect automatically creates a new subscriber or updates an existing one in MailChimp.
    How this integration works
    • A new contact is added in Intercom
    • Appy Pie Connect automatically creates a new subscriber in MailChimp
    What You Need
    • A Mailchimp account
    • An Intercom account
  • Intercom Gmail

    Intercom + Gmail

    Create Draft to Gmail from New User in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Gmail Create Draft
  • Intercom Gmail

    Intercom + Gmail

    Send Email in Gmail when New User is created in Intercom Read More...
    Close
    When this happens...
    Intercom New User
     
    Then do this...
    Gmail Send Email
  • Intercom {{item.actionAppName}}

    Intercom + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Intercom + Plaid in easier way

It's easy to connect Intercom + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • Create payment recipient

    Create a new payment recipient

How Intercom & Plaid Integrations Work

  1. Step 1: Choose Intercom as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Intercom to Plaid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.