Intercom + Salesforce

Update Intercom users when fields on Salesforce records change

Keep your Intercom user data up-to-date with this efficient Salesforce workflow. Whenever there's an updated field on a record in Salesforce, this automation will create or update the user in Intercom accordingly. Stay organized and maintain accurate data across your platforms without any manual effort.

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!
Create/Update User
Update a user within Intercom given their e-mail address.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 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
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- Which Tag?
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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- UpdatesRequired
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier typeRequired
- Tag selection method
Action
Write
- User Association Note
- CompanyRequired
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier typeRequired
- TagRequired
Action
Write
- Contact Identifier
- Message BodyRequired
Action
Write
- CompanyRequired
- Tag NameRequired
- Untag?
Action
Write
- Lookup EmailRequired
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- 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

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
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
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
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
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
Try It
- Which Tag?
Trigger
Instant
Try It
- EmailRequired
- Note TextRequired
Action
Write
- Event nameRequired
- Created at
- Contact identifier typeRequired
- Metadata
Action
Write
- Ticket typeRequired
- Contact IDRequired
- Company ID
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
- 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
- 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.

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