Connect Intercom with your Holded CRM
Connect Intercom with Holded through Zapier to send chat leads to the CRM in real time and log sales activity.
What can you do with Intercom and Holded?
Send Intercom leads to the Holded CRM
The main template, "Add new Intercom leads to Holded", creates a contact in Holded every time a visitor leaves their email in the Intercom chat. The "New Lead" trigger is instant: the contact appears in Holded right away.
Create contacts in Holded when Intercom detects a new company
The Intercom "New Company" trigger fires when a new company is registered. You can use it to automatically create a company-type contact in Holded, feeding your B2B database from chat activity.
Log notes in Intercom from Holded orders
The "Add notes in Intercom for every new sales orders in Holded" template works the other way round: when a sales order is created in Holded, Zapier adds a note to the contact profile in Intercom. The support team sees the commercial context directly in Intercom.
Tag leads in Intercom and trigger actions in Holded
The "Tag Added to Lead" trigger lets you launch actions in Holded when an agent tags a lead in Intercom. For example, tagging a lead as "qualified" in Intercom can automatically create a sales deal in the Holded CRM.
Up and running in 3 steps
Activate Zapier in Holded
From the Holded Store, activate Zapier and generate your API Key.
Connect Intercom
Authorize Intercom in Zapier and use the predefined template or create a custom Zap.
Map and activate
Match name, email, company and phone. Activate the Zap and leads reach the CRM in real time.
Frequently asked questions
Intercom offers several instant triggers: New Lead, Lead Added Email, Tag Added to Lead, New Company, New Ticket, Tag Added to Conversation, Updated Contact and New AI Summary (an AI-generated summary of a conversation).
Yes. Intercom triggers in Zapier are instant. When a lead leaves their email in the chat, the contact is created in Holded at that moment.
Yes. Zapier offers templates that work from Holded to Intercom. For example, "Add notes in Intercom for every new sales orders in Holded" creates a note in Intercom when a sales order is generated in Holded. The actions available in Intercom include creating notes, tagging contacts and creating conversations.
The standard fields are transferred: name, email, company and phone. Holded custom fields are not transferred through Zapier. For additional data, you can use multi-step Zaps that map specific Intercom attributes.
A single-step Zap works with the free Zapier plan, which allows up to 100 tasks per month. Multi-step Zaps or those with filters require a paid plan.
If the contact does not match an existing code in Holded, Zapier creates a new one. To avoid duplicates, you can combine "Create Contact" with "Find Contact" in a multi-step Zap.
Yes. Holded actions in Zapier include "Create Deal", which lets you create a deal in the CRM sales pipeline. You can set up a Zap with the "Tag Added to Lead" trigger in Intercom and the "Create Deal" action in Holded.
Yes. Intercom offers the "New AI Summary" trigger that fires when an AI summary of a conversation is generated. You can use this trigger to create an event in the Holded CRM with the summary, giving the sales team context before contacting the lead.
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