Intercom + Salesforce
Create Salesforce records for new Intercom conversations
Effortlessly manage new customer engagements by connecting your Intercom and Salesforce apps with this handy workflow. Whenever a new conversation starts in Intercom, a record will be created in Salesforce, ensuring all customer information is kept up-to-date and consolidated, so your team can focus on providing excellent customer support.
Effortlessly manage new customer engagements by connecting your Intercom and Salesforce apps with this handy workflow. Whenever a new conversation starts in Intercom, a record will be created in Salesforce, ensuring all customer information is kept up-to-date and consolidated, so your team can focus on providing excellent customer support.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
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
