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Intercom + Salesforce

Send messages to Intercom contacts when Salesforce records are updated

Stay updated with your customer interactions by linking Salesforce to the Intercom app. Whenever a field gets an update in your Salesforce record, this automation promptly sends a message to the respective contact in Intercom. This allows for timely communication, ensuring your team doesn't miss any critical updates, and can respond accordingly. Keep a real-time pulse on your sales process by leveraging this efficient tool.

Stay updated with your customer interactions by linking Salesforce to the Intercom app. Whenever a field gets an update in your Salesforce record, this automation promptly sends a message to the respective contact in Intercom. This allows for timely communication, ensuring your team doesn't miss any critical updates, and can respond accordingly. Keep a real-time pulse on your sales process by leveraging this efficient tool.

  1. When this happens...
    SalesforceSalesforce
    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
  2. automatically do this!
    IntercomIntercom
    Send Message to Contact

    Sends a message to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    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
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intercom logo

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 moreHelp

Related categories

  • Customer Support

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About Salesforce

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

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