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Salesforce + Intercom + Webhooks by Zapier Integrations

How to connect Salesforce + Intercom + Webhooks by Zapier

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Do even more with Salesforce + Intercom + Webhooks 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 Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    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
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • 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

  • Webhooks by Zapier

    Poll a URL and look for new entries.

    Scheduled

    Trigger

  • Webhooks by Zapier

    Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

    Instant

    Trigger

  • Webhooks by Zapier

    Wait for a new POST, PUT, or GET to a Zapier URL.

    Instant

    Trigger

  • Webhooks by Zapier

    Fire off a custom request by providing raw details. Very flexible but unforgiving.

    Scheduled

    Action

  • Webhooks by Zapier

    Fire off a single GET request with optional querystrings.

    Scheduled

    Action

  • Webhooks by Zapier

    Fire off a single POST request as a form or JSON.

    Scheduled

    Action

  • Webhooks by Zapier

    Fire off a single PUT request as a form or JSON.

    Scheduled

    Action

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How Salesforce + Intercom + Webhooks by Zapier Integrations Work

  1. Step 1: Authenticate Salesforce, Intercom, and Webhooks by Zapier.
    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.
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
intercom logo
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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About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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