Connect Close with Intercom

Integrating Close with Intercom is one of the most popular automation workflows for teams that rely on both crm and communication tools. Whether you're a small startup or a large enterprise, connecting these two platforms can dramatically reduce manual work and improve data accuracy across your organization.

The core benefit of this integration is eliminating the constant context-switching between Close and Intercom. Instead of manually checking both platforms and copying data between them, you can set up automated workflows that handle the heavy lifting. Teams that implement this integration typically report saving 5-10 hours per week on manual data entry and coordination tasks.

There are several ways to connect Close and Intercom. The most popular approach is using a no-code automation platform like Make (formerly Integromat) or Zapier. These platforms provide pre-built connectors for both Close and Intercom, allowing you to create sophisticated workflows using a visual drag-and-drop interface. No programming knowledge is required.

To get started, you'll need active accounts on both Close and Intercom, plus a free account on your chosen automation platform. The setup process typically takes 10-15 minutes for basic workflows. Sign up on the automation platform, search for Close in the app directory, authorize the connection with your Close credentials, then repeat the process for Intercom.

One of the most common workflows is syncing contacts from Close to messages in Intercom. For example, you can configure a trigger that fires whenever new lead created in Close, which then automatically send message in Intercom. You can add filters and conditions to control exactly which events should trigger the automation — for instance, only processing items that match specific criteria like priority level, category, or assigned team member.

For more advanced use cases, you can build multi-step workflows that include conditional logic, data transformation, and error handling. For example, you can create a workflow that checks if a record already exists before creating a duplicate, or one that formats data differently based on its source. Most automation platforms also support webhooks for real-time triggers, ensuring your data stays synchronized with minimal delay.

When setting up your Close and Intercom integration, it's important to consider data mapping carefully. Make sure the fields in Close correctly map to the corresponding fields in Intercom. For custom fields or complex data structures, you may need to use data transformation functions provided by your automation platform. Testing your workflow with sample data before going live is always recommended.

Security is another important consideration. Both Make and Zapier use OAuth 2.0 for authentication, which means your Close and Intercom credentials are never stored directly. The platforms are SOC 2 Type II certified and comply with GDPR, ensuring your data is handled securely. You can also set up error notifications to alert you if any automation fails, so you can investigate and resolve issues quickly.