Intercom + Salesforce
Create Salesforce records when new tags are added to Intercom conversations
When a new tag is added to a conversation in Intercom, let this automation do the work for you by swiftly creating a record in Salesforce. It aids in streamlining your customer communication and ensures all relevant data is meticulously documented. You won't have to worry about manual data transfers, letting you focus more on customer engagement and satisfaction.
When a new tag is added to a conversation in Intercom, let this automation do the work for you by swiftly creating a record in Salesforce. It aids in streamlining your customer communication and ensures all relevant data is meticulously documented. You won't have to worry about manual data transfers, letting you focus more on customer engagement and satisfaction.
- When this happens...Tag Added to Conversation
Triggers when a new tag is added to a conversation in Intercom.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
