Intercom + Salesforce

Update Intercom lead tags when Salesforce records have changed fields

Keep your Intercom leads up to date with Salesforce data by using this automation. When a specified field is updated in a Salesforce record, a corresponding tag will be added or removed on the lead in Intercom. This ensures that your team has the most accurate lead information, allowing them to better engage and support your customers and prospects.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Add/Remove Tag on Lead
Attach or remove a tag on a specific lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Which Tag?
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- EmailRequired
- Event NameRequired
- Metadata
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- EmailRequired
- Tag NameRequired
- Untag?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- EmailRequired
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
Try It
Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
Try It
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
New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
Try It
- Tag
Trigger
Instant
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- Which Tag?
Trigger
Instant
Try It
- EmailRequired
- Note TextRequired
Action
Write
- Conversation IDRequired
- Reply TypeRequired
- Reply BodyRequired
- Attachments
Action
Write
- FromRequired
- ToRequired
- Message TypeRequired
- BodyRequired
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- LeadRequired
- Tag NameRequired
- Untag?
Action
Write
- CompanyRequired
- Monthly Revenue
- Plan
- Custom Attributes
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company NameRequired
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
- Search ModeRequired
- Search ValueRequired
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

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.

Learn more Help

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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PRODUCTS

CAPABILITIES

By team

Intercom + Salesforce

Update Intercom lead tags when Salesforce records have changed fields

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Lead Added Email

New Lead

Tag Added to Lead

Which Tag?

New Company

New User

Updated Contact

New Unsubscription

Add Event

EmailRequired

Event NameRequired

Metadata

Send Incoming Message

Contact Identifier

Message BodyRequired

Add/Remove Tag on Company

CompanyRequired

Tag NameRequired

Untag?

Add/Remove Tag on User

EmailRequired

Tag NameRequired

Untag?

Create/Update Lead

Lead ID

Full Name

Email

Phone Number

Unsubscribed From Emails

Created At

IP Address

Custom Attributes

Create User

EmailRequired