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Hi everyone! 👋

Our support team works in Intercom, but our sales and customer success managers use HubSpot. I’m looking for a way to ensure that Intercom conversations are added to customer records in HubSpot automatically.

I’ve come across some apps in the Intercom App Store, but I’d love to hear from anyone who’s done this before. Specifically:

  • Are there any integrations you’d recommend? Ideally something that doesn’t require dev work (but if it does, that’s ok)
  • How well do they sync conversations between Intercom and HubSpot?
  • Any tips or best practices to ensure the integration works smoothly?

Thanks for reading, and I appreciate any advice you can share! 😊

We use Zapier for a lot of cross-tool automations. I explored this a bit for you and managed to build an automation that does what you ask, by identifying the person who started the conversation in Intercom, finding their contact in Hubspot (optionally creating one if not found), and then creating a Note engagement that has a link to the intercom conversation.

 

 

Here’s a video going into this automation in-depth for you, if you choose to use Zapier! 

 

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