Update Salesforce records with new Intercom conversations
Stay connected with your leads and customers by instantly updating Salesforce when new conversations arise in Intercom. This efficient workflow ensures that your sales team is always up-to-date with the latest interactions, allowing you to effectively manage your relationships and drive engagement seamlessly. Spend less time on manual updates, and more on nurturing valuable connections.
Stay connected with your leads and customers by instantly updating Salesforce when new conversations arise in Intercom. This efficient workflow ensures that your sales team is always up-to-date with the latest interactions, allowing you to effectively manage your relationships and drive engagement seamlessly. Spend less time on manual updates, and more on nurturing valuable connections.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew 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 ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It