Salesforce + Intercom + Storage by Zapier Integrations
How to connect Salesforce + Intercom + Storage by Zapier
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Do even more with Salesforce + Intercom + Storage by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Intercom, and Storage by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- 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
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Lead
Scheduled
Action
- Storage by Zapier
Increment a value at a defined key.
Scheduled
Action
- Storage by Zapier
Pop a value off a list of values, removing the value from the list. Optionally, return a default value if the list is empty.
Scheduled
Action
- Storage by Zapier
Push a value onto a list of values.
Scheduled
Action
- Storage by Zapier
Removes all values for the connected account.
Scheduled
Action
- Storage by Zapier
Remove one or more child values stored at a defined key.
Scheduled
Action
- Storage by Zapier
Remove a value stored at a defined key. Also works if the value is a list.
Scheduled
Action
- Storage by Zapier
Set one or more child values stored at a defined key.
Scheduled
Action
- Storage by Zapier
Set multiple values stored at a defined keys.
Scheduled
Action
- Storage by Zapier
Set a value stored at a defined key.
Scheduled
Action
- Storage by Zapier
Set a value stored at a defined key if the stored value matches a previous value.
Scheduled
Action
- Storage by Zapier
Get all values stored.
Scheduled
Action
- Storage by Zapier
Get a child value stored at a defined key. Optionally, create a new child value if none has been stored.
Scheduled
Action
- Storage by Zapier
Get all values from a list and format their output as one value.
Scheduled
Action
- Storage by Zapier
Get multiple values stored at defined keys.
Scheduled
Action
- Storage by Zapier
Get your Store secret as a value for use in a Code step.
Scheduled
Action
- Storage by Zapier
Get a value stored at a defined key. Optionally, create a new value if none has been stored.
Scheduled
Action
- Storage by Zapier
Get or Set a Child Value
Scheduled
Action
- Storage by Zapier
Get or Set a Value
Scheduled
Action
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How Salesforce + Intercom + Storage by Zapier Integrations Work
- Step 1: Authenticate Salesforce, Intercom, and Storage by Zapier.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.
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