How to connect Intercom + Salesforce
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Lead Added Email
Triggers when a Lead enters an email address.Try ItTriggerInstant
Triggers when a new Lead is created.Try ItTriggerInstant
New Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).Try ItTriggerInstant
- Step 1: Authenticate Intercom and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.