Salesforce + Intercom Integrations

How to connect Salesforce + Intercom

Zapier lets you send info between Salesforce and Intercom automatically—no code required.

When this happens...

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

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Add Event

Tags a user with an event that occurred.

Popular Salesforce + Intercom workflows

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Add Salesforce leads for new Intercom users
premium
Intercom + Salesforce
More details
When this happens
Step 1: New User
Then do this
Step 2: Create Record
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Add Salesforce leads for new Intercom users
premium
Add Salesforce leads for new Intercom users
Intercom + Salesforce
Create Salesforce contacts from new Intercom users
premium
Intercom + Salesforce
More details
When this happens
Step 1: New User
Then do this
Step 2: Create Record
See Zap details Try it
Create Salesforce contacts from new Intercom users
premium
Create Salesforce contacts from new Intercom users
Intercom + Salesforce
Create new Intercom users from new Salesforce leads
premium
Salesforce + Intercom
More details
When this happens
Step 1: New Record
Then do this
Step 2: Create/Update User
See Zap details Try it
Create new Intercom users from new Salesforce leads
premium
Create new Intercom users from new Salesforce leads
Salesforce + Intercom

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

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

Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Intercom
Triggers when a Lead enters an email address.
Instant
Trigger
Intercom
Triggers when a lead converts to a user.
Instant
Trigger
Intercom
Triggers when a new Lead is created.
Instant
Trigger
Intercom
Triggers when a lead is tagged.
Instant
Trigger
Intercom
Triggers when a new tag is added to a conversation in Intercom.
Instant
Trigger
Intercom
Triggers when a new conversation is created by a user in Intercom.
Instant
Trigger
Intercom
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).
Instant
Trigger
Intercom
Triggers when a new Company is created.
Instant
Trigger
Intercom
Triggers when a new user is created.
Instant
Trigger
Intercom
Triggers when a user is tagged.
Instant
Trigger
Intercom
Triggers when a user unsubscribes from Intercom.io emails.
Instant
Trigger
Intercom
Add a note to a user.
Scheduled
Action
Intercom
Tags a user with an event that occurred.
Scheduled
Action
Intercom
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Scheduled
Action
Intercom
Attach or remove a tag from a specific company.
Scheduled
Action
Intercom
Attach or remove a tag on a specific lead.
Scheduled
Action
Intercom
Attach or remove a tag on a specific user.
Scheduled
Action
Intercom
Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.
Scheduled
Action
Intercom
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Scheduled
Action
Intercom
Update a user within Intercom given their e-mail address.
Scheduled
Action
Intercom
Creates a new user in your Intercom app.
Scheduled
Action
Intercom
Finds an existing company.
Scheduled
Action
Intercom
Finds an existing Lead.
Scheduled
Action
Intercom
Finds an existing user.
Scheduled
Action
Intercom
Finds or creates a specific find company v2.
Scheduled
Action
Intercom
Finds or creates a specific find lead.
Scheduled
Action

How Salesforce + Intercom Integrations Work

Step 1: Authenticate Salesforce + Intercom.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Salesforce + Intercom

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

About Intercom

Intercom is a customer communication platform that enables targeted communication with customers on your website, inside your web and mobile apps, and by email.