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Salesforce + Intercom Integrations

How to connect Salesforce + Intercom

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  • Update Intercom lead tags when Salesforce records have changed fields

    Premium
    Details
    • Salesforce logo
    • Intercom logo
    Salesforce + Intercom
  • Add tags to Intercom leads and create new Salesforce leads automatically

    Premium
    Details
    • Intercom logo
    • Salesforce logo
    Intercom + Salesforce
  • Update Intercom users when fields on Salesforce records change

    Premium
    Details
    • Salesforce logo
    • Intercom logo
    Salesforce + Intercom

Update Intercom lead tags when Salesforce records have changed fields

Premium
Details
  • Salesforce logo
  • Intercom logo
Salesforce + Intercom

Add tags to Intercom leads and create new Salesforce leads automatically

Premium
Details
  • Intercom logo
  • Salesforce logo
Intercom + Salesforce

Update Intercom users when fields on Salesforce records change

Premium
Details
  • Salesforce logo
  • Intercom logo
Salesforce + Intercom

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Supported triggers and actions

What does this mean?
  • 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
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    • Record to LinkRequired

    • FileRequired

    • VisibilityRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write

How Salesforce + Intercom Integrations Work

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

Salesforce Tutorials

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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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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.

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