Intercom + Salesforce
Add Salesforce leads for new Intercom users
Trying to keep the wheels of industry turning as fast as possible? Then take a look at this time-saving integration between Intercom and Salesforce. Once you have it set up, any new Intercom user will also create a new lead on Salesforce. No excuse for contacts falling through the cracks now!
Trying to keep the wheels of industry turning as fast as possible? Then take a look at this time-saving integration between Intercom and Salesforce. Once you have it set up, any new Intercom user will also create a new lead on Salesforce. No excuse for contacts falling through the cracks now!
- When this happens...
New UserTriggers when a new user is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWriteCreate a new record or update an existing record in your app.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New 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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Event NameRequired
The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example,
updated-plan.Metadata
Limited to max 5 key/value pairs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the
Company ID.Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Specify the user you would like to tag or untag.
Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the User.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Created At
If you want the current datetime to be used, try entering "now".
User ID
A unique string identifier for the user.
Full Name
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Intercom are located here https://developers.intercom.com/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Enter the name of the company you're trying to find.
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSalesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to LinkRequired
FileRequired
The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
VisibilityRequired
Specifies whether this file is available to all users, internal users, or shared users.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Description
Is Private
Defaults to false if left blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
Search Results
Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Search ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new conversation is created by a user in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The email address of the user you wish to add a note to.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Specify the lead you would like to tag or untag.
Tag NameRequired
Attach a tag to a specific lead.
Untag?
If
Yesis selected, the tag will be removed from the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
Full Name
User ID
A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
Company
Associates the user with a company in Intercom.
Unsubscribed From Emails
Phone Number
The phone number of the user.
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use an
Email,ID, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Company NameRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Salesforce ObjectRequired
Pick which type of object you want to watch for changes on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ContactRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
LeadRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Creates a new lead in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to search for.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Pick which type of object you want to search for.
WHERE ClauseRequired
Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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