Intercom + Salesforce
Create new Salesforce leads from new Intercom conversations
Enable this workflow to seamlessly channel new conversations from Intercom directly into Salesforce as leads. This process ensures all potential customers initiating communication on Intercom are promptly recorded in Salesforce, streamlining your lead generation process. It's an efficient method to keep track of your prospects and ensure no potential business opportunity slips through the cracks.
Enable this workflow to seamlessly channel new conversations from Intercom directly into Salesforce as leads. This process ensures all potential customers initiating communication on Intercom are promptly recorded in Salesforce, streamlining your lead generation process. It's an efficient method to keep track of your prospects and ensure no potential business opportunity slips through the cracks.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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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
