How to connect Intercom and Microsoft SharePoint Online
Create a New Scenario to Connect Intercom and Microsoft SharePoint Online
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 Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Intercom or Microsoft SharePoint Online, 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 Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Intercom node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.


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Authenticate Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Configure the Intercom and Microsoft SharePoint Online 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 Microsoft SharePoint Online Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Microsoft SharePoint Online
Trigger on Webhook
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Webhook response


Save and Activate the Scenario
After configuring Intercom, Microsoft SharePoint Online, 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 Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Intercom and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Intercom and Microsoft SharePoint Online
Intercom + Microsoft SharePoint Online + Slack: When a new conversation is started in Intercom, the conversation data is uploaded to a specified folder in SharePoint for archiving. A notification is then sent to a designated Slack channel to inform the team about the archived conversation.
Microsoft SharePoint Online + Intercom + Microsoft Teams: When a new file is added to SharePoint, a message is sent on Intercom to related users (if contact details available) and a notification is posted to a dedicated Teams channel for team visibility.
Intercom and Microsoft SharePoint Online integration alternatives

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 Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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See how Latenode works
FAQ Intercom and Microsoft SharePoint Online
How can I connect my Intercom account to Microsoft SharePoint Online using Latenode?
To connect your Intercom account to Microsoft SharePoint Online on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Intercom and click on "Connect".
- Authenticate your Intercom and Microsoft SharePoint Online accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I archive Intercom conversations in SharePoint?
Yes, you can! Latenode's flexible data mapping and no-code interface makes archiving Intercom conversations in SharePoint simple, ensuring data retention and compliance.
What types of tasks can I perform by integrating Intercom with Microsoft SharePoint Online?
Integrating Intercom with Microsoft SharePoint Online allows you to perform various tasks, including:
- Automatically saving new Intercom leads as SharePoint contacts.
- Creating new SharePoint documents based on Intercom chat transcripts.
- Updating SharePoint records with information from Intercom conversations.
- Generating reports in SharePoint from Intercom support interactions.
- Triggering Intercom messages when a SharePoint file is updated.
How can I automate Intercom user data updates on Latenode?
Latenode's visual editor allows you to easily map Intercom data and automate updates to existing user records based on SharePoint data changes.
Are there any limitations to the Intercom and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Intercom to SharePoint may experience delays.
- Custom field mappings beyond standard fields require Javascript knowledge.
- Real-time synchronization depends on the Intercom API rate limits.