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Unify Intercom conversations with Close CRM lead data for a complete customer view. Latenode's visual editor simplifies the integration, while affordable execution-based pricing makes scaling your customer insights budget-friendly, with no hidden costs.
Connect Intercom and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Intercom and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or Close CRM will be your first step. To do this, click "Choose an app," find Intercom or Close CRM, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
Intercom
Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Intercom node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Intercom
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Intercom and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Intercom and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Intercom
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Intercom, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Intercom and Close CRM integration works as expected. Depending on your setup, data should flow between Intercom and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Intercom + Close CRM + Slack: When a new lead is created in Intercom, a corresponding lead is created in Close CRM. Then, a notification is sent to a designated Slack channel to alert the sales team of the new lead.
Close CRM + Intercom + Google Sheets: When a lead's status changes in Close CRM, the details of the lead's status change along with recent Intercom conversation data are added to a Google Sheet for reporting purposes.
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my Intercom account to Close CRM using Latenode?
To connect your Intercom account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Intercom conversations?
Yes, you can! Latenode lets you automate lead creation, ensuring no potential deal slips through the cracks. Triggered by new Intercom chats, it saves your sales team valuable time.
What types of tasks can I perform by integrating Intercom with Close CRM?
Integrating Intercom with Close CRM allows you to perform various tasks, including:
HowdoIensureIntercomdatasyncsreliablywithCloseCRMinLatenode?
Latenode offers robust error handling and queue management to guarantee data delivery between Intercom and Close CRM, minimizing data loss and ensuring accuracy.
Are there any limitations to the Intercom and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: