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Intercom + Salesforce Integrations

How to connect Intercom + Salesforce

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  • Update Intercom lead tags when Salesforce records have changed fields

    Premium
    Details
    • Salesforce logo
    • Intercom logo
    Salesforce + Intercom
  • Add tags to Intercom leads and create new Salesforce leads automatically

    Premium
    Details
    • Intercom logo
    • Salesforce logo
    Intercom + Salesforce
  • Update Intercom users when fields on Salesforce records change

    Premium
    Details
    • Salesforce logo
    • Intercom logo
    Salesforce + Intercom

Update Intercom lead tags when Salesforce records have changed fields

Premium
Details
  • Salesforce logo
  • Intercom logo
Salesforce + Intercom

Add tags to Intercom leads and create new Salesforce leads automatically

Premium
Details
  • Intercom logo
  • Salesforce logo
Intercom + Salesforce

Update Intercom users when fields on Salesforce records change

Premium
Details
  • Salesforce logo
  • Intercom logo
Salesforce + Intercom

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Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    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).

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new conversation is created by a user in Intercom.

    Trigger
    Instant
    Try It

How Intercom + Salesforce Integrations Work

  1. Step 1: Authenticate Intercom and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

Related categories

  • Customer Support

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