Integrate Intercom with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Intercom with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Intercom

A trigger is an event that starts your Zap and runs the workflow. For example, with Intercom, a trigger could be "Lead Added Email."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Intercom to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Intercom to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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

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.

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.

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.

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.

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.

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.

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.

Connect Intercom and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Intercom and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported 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.

  • Intercom triggers, actions, and search
    Lead Converted to User

    Triggers when a lead converts to a user.

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

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
    • Message body format
    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

Learn how to automate Intercom on the Zapier blog

Automate Salesforce: get inspired on the Zapier blog

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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.
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