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Salesforce

Zendesk Sell

Zendesk-icon-color

Zendesk

ConnectWise - Icon

ConnectWise

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Pipedrive

Copper - Icon

Copper

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Streak

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Mindbody

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SugarCRM

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Zoho CRM

Freshsale

Freshsales

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Pipeliner

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Virtuous CRM

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Agile CRM

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Groove

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Dynamo

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Aircall

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Freshdesk

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Drift

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Insightly

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

List entity type attributes

List entity type attributes DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Retrieves stored information about the user.

Get user information

List entity types in Microsoft Dynamics 365

List entity types

List one to many relationships

List entity types DDL

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

List entity set attributes DDL

List entity sets DDL

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Archive contact

Assigns a conversation to an admin or team. It also can be automatically assigned following assignment rules.

Assign conversation

Attach contact to company

Add participants who are contacts to a conversation, on behalf of either another contact or an admin.

Attach contact to conversation

Attach tag to contact

Close conversation

Creates in-app conversation initiated by a contact (ie. user or lead).

Create conversation

Creates a message that has been initiated by an admin. The conversation can be either an in-app message or an email.

Create message as admin

Get a list of all the admins in Intercom.

List admins

Create note

Create/update company

Delete contact

Detaches a single contact from a company.

Detach contact from company

Detach contact from conversation

Detach tag from contact

Get admin

Retrieves a company by their Intercom internal ID, company ID, or their name in Intercom.

Get company

Retrieves the details of a single contact.

Get contact

Retrives the details of a single conversation.

Get conversation

Get current user

Get note

Get team

List admins DDL

Retrieves a list of companies that are associated to a contact.

List attached companies

Retrieves a list of tags that are associated to a contact.

List attached tags

List companies

List companies DDL

List companies IDs DDL

List company segments DDL

List contacts

List contacts DDL

Retrieves a list of all contacts that belong to a company.

List contacts attached to company

List conversations

List conversations DDL

Retrieves a list of available data attributes.

List data attributes

Retrieves a list of all data events that are less than 90 days old.

List data events

List notes

List segments

List tags

List teams

List users DDL

Merges a contact with a role of lead into a contact with a role of user. The contact that's specified as from will be deleted after being merged into the contact specified as into. Attributes that don't exist on the contact specified as into will be copied over.

Merge contacts

Open conversation

Replies to a conversation with a message from an admin or on behalf of a contact, or with a note for admins.

Reply to conversation

Searches for contacts by the value of their attributes.

Search contacts

Searches for conversations by the value of their attributes.

Search conversations

Updates an existing contact (user or lead).

Update contact

List contact fields DDL

List custom data attributes for contact DDL

List custom data attributes for company DDL

List tags DDL

List teams DDL

List user segments DDL

Create contact

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Submit data event

Unarchive contact

Intercom is a customer messaging tool for sales, marketing, and support, connected in a single unified platform.

Receive a feed of specific events tracked into Intercom in real-time.

Event webhook

You can use webhooks to receive notifications, such as conversation replies, and users being created. Notifications are grouped into topics which can be subscribed to.

Microsoft Dynamics 365 and Intercom integration + automation

Popular Microsoft Dynamics 365 and Intercom integrations

Microsoft Dynamics 365 and Intercom Connector Details

Microsoft Dynamics 365

Intercom

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