Zendesk + Intercom + Salesforce Integrations
How to connect Zendesk + Intercom + Salesforce
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Do even more with Zendesk + Intercom + Salesforce
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 Zendesk, Intercom, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
New GroupTriggers when a new group is created.Trigger- New OrganizationTriggers when a new organization is added to Zendesk.Trigger
- Recent TicketTriggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).Trigger
- New Action on TicketTriggers when there is activity (an audit) on a specific ticket. Can only watch one ticket per Zap.Trigger
- New TicketTriggers when a new ticket is added to a view.Trigger
- New UserTriggers when a new user is created.Trigger
- New ViewTriggers when a new view is created.Trigger
- Create OrganizationCreate a new organization.Action
- Zendesk
Create a new ticket.
Scheduled
Action
- Zendesk
Attach a file to an existing ticket.
Scheduled
Action
- Zendesk
Add a comment to an existing ticket.
Scheduled
Action
- Zendesk
Add one or more tags to an existing ticket.
Scheduled
Action
- Zendesk
Update an existing organization.
Scheduled
Action
- Zendesk
Update an existing ticket status or add comments.
Scheduled
Action
- Zendesk
Update an existing user.
Scheduled
Action
- Zendesk
Create a new user.
Scheduled
Action
- Zendesk
Finds an existing agent.
Scheduled
Action
- Zendesk
Finds an existing group.
Scheduled
Action
- Zendesk
Finds an existing organization.
Scheduled
Action
- Zendesk
Finds an existing ticket.
Scheduled
Action
- Zendesk
Finds an existing user.
Scheduled
Action
- Zendesk
Finds or creates a specific organization.
Scheduled
Action
- Zendesk
Finds or creates a specific ticket.
Scheduled
Action
- Zendesk
Finds or creates a specific user.
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
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
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
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
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
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How Zendesk + Intercom + Salesforce Integrations Work
- Step 1: Authenticate Zendesk, Intercom, and Salesforce.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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