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Set up your first integration
Quickly connect Intercom to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Intercom with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Intercom and Salesforce, automating your workflow.
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Frequently Asked Questions about Intercom + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and Salesforce
How do I set up an Intercom integration with Salesforce via Zapier?
To set up the integration through Zapier, create a new Zap and select Intercom as the trigger app by choosing a trigger event such as 'New Lead' or 'New User.' Then, choose Salesforce as the action app and select an action event like 'Create Record' or 'Update Record.' Follow the on-screen instructions to authenticate both accounts and map fields between Intercom and Salesforce.
What triggers are available when using Intercom with Salesforce in Zapier?
Intercom offers several triggers, including 'New User,' 'New Conversation,' and 'Tag Added to User.' These triggers can be utilized to initiate actions within Salesforce, such as creating or updating records.
Can I update a Salesforce record automatically from an Intercom conversation?
Yes, you can configure a Zap where an Intercom trigger like 'New Conversation' leads to a Salesforce action that updates a specific record. You'll need to map fields from Intercom data to your chosen object in Salesforce.
Are there predefined actions for Salesforce when integrated with Intercom?
Yes, predefined actions such as 'Create Record,' 'Update Record,' and 'Find Record' are available. These work in tandem with various Intercom triggers for seamless data flow between systems.
How secure is the data transfer between Intercom and Salesforce through Zapier?
We prioritize data security using encryption methods during transfer. Additionally, both your Intercom and Salesforce accounts require authentication before setting up the integration, ensuring secure data handling.
Can I use custom fields when integrating Intercom with Salesforce?
Absolutely! Custom fields from both Intercom and Salesforce can be mapped when setting up your Zap. This customization ensures that all needed information is transferred accurately between platforms.
Is there a way to handle errors if a Zap fails during the integration process?
If a Zap fails, you can utilize features like Task History in our platform to diagnose errors. Notifications can also be set up for communication if issues arise, ensuring prompt resolution.
Practical ways you can use Intercom and Salesforce
Weekly performance reports
Automate the generation and delivery of performance reports to keep track of key business metrics without manual effort.
Business Owner
Employee onboarding automation
Optimize IT tasks by automating account setup, software provisioning, and training material distribution when onboarding new employees.
ITLead nurturing campaigns
Streamline lead nurturing with automated email sequences to engage and convert prospects based on their behavior and preferences.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerInstant - New Lead
Triggers when a new Lead is created.
Try ItTriggerInstant - Which Tag?
Try ItTriggerInstant- Message body format
Try ItTriggerInstant
- Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerInstant - Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerInstant - New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerInstant - New Company
Triggers when a new Company is created.
Try ItTriggerInstant
