Intercom + Salesforce

Create new Salesforce records for every new Intercom ticket

Boost your sales process efficiency with this workflow that connects Intercom and Salesforce. Whenever a new ticket is created in Intercom, a corresponding record will be instantly created in Salesforce. This smooth automation ensures that no potential customer interactions are missed and every ticket gets the necessary follow-up in a timely manner. Enhance your customer service efforts and keep your records up-to-date with this simple to use workflow.

Boost your sales process efficiency with this workflow that connects Intercom and Salesforce. Whenever a new ticket is created in Intercom, a corresponding record will be instantly created in Salesforce. This smooth automation ensures that no potential customer interactions are missed and every ticket gets the necessary follow-up in a timely manner. Enhance your customer service efforts and keep your records up-to-date with this simple to use workflow.

  1. When this happens...
    IntercomIntercom
    New Ticket

    Triggers when a new Ticket is created in Intercom.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Company

    Triggers when a new Company is created.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
    • Message body format

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It
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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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salesforce logo
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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