Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
Intercom + SalesforceCreate Custom Object to Salesforce from New User in Intercom Read More...
Intercom + SalesforceUpdate Contact in Salesforce when New User is created in Intercom Read More...
Intercom + SalesforceUpdate Custom Object in Salesforce when New User is created in Intercom Read More...
It's easy to connect Intercom + Salesforce without coding knowledge. Start creating your own business flow.
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).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new user is created.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Intercom is a customer interaction software that helps businesses increase customer engagement. It’s an easy-to-use product that makes communication with customers easier, more personal, and more effective. For example, Intercom allows companies to send targeted messages to customers who have yet to complete their account registration, to send thank you message when a customer orders products from the website, to send fplow up messages after a purchase, to offer discounts for first-time customers, and many other things. Intercom also provides useful analytics about customer activity. For example, it shows how many visits a user has made to the website in the last month, how many times a user has opened emails sent by the company, which features have been used the most by a specific user, etc. Intercom allows companies to build better relationships with valuable customers, understand their needs better, and deliver exceptional service.
Salesforce is a cloud computing company that provides customer relationship management (CRM. software. The primary purpose of this platform is to manage customer interactions and communications across multiple channels. Salesforce gives businesses the ability to communicate with customers via phone calls, emails, text messages, social media posts, and more. The system can also be used for scheduling meetings, creating proposals, recording call details, tracking lead conversion rates, and automatically adding notes to accounts. Salesforce also offers reporting tops that enable users to track key metrics such as conversions, revenue generation, sales opportunities, etc. It also has a feature called “lead routing” which sends leads to specific departments based on their nature. For example, if the lead looks like it requires technical support then it can be sent to the IT department, but if it is a sales opportunity then it can be sent to the sales department. It also integrates with many third-party services such as Google Analytics and Salesforce Chatter. Since Salesforce’s introduction in 1999 it has grown immensely in popularity and now has over 18 million users worldwide. Salesforce also bought numerous companies such as Heroku and Mulesoft over the years to strengthen its position in the market. As of January 2018 Salesforce was valued at $85 billion making it one of the most valuable privately-held technpogy companies in the world.
The integration of Intercom with Salesforce will allow the two platforms to exchange information easily while ensuring that all information is accurate. If a business has both Intercom and Salesforce then they will be able to use all of their data in one place rather than having to use multiple sources of information. One way in which this integration will benefit businesses is by allowing them to create custom reports based on their particular business needs. For example, if a company wants to create a report about all their leads in the last year then they could easily do so using both platforms. The integration will also allow them to send targeted messages to their customers depending on their behavior with respect to various products or services offered by the business. For example, if a subscriber regularly watches videos about a specific product then they can be sent an email asking them to register for an upcoming webinar about that product. In addition, the integration will allow businesses to save time by automatically updating information in both platforms when certain events occur such as a customer becoming an inactive or deleted account. Another way in which this integration will benefit businesses is by allowing them to access information about their customers or leads anywhere they go because both platforms are accessible via mobile devices as well as through the web interface. This means that even if an individual is not currently at his/her desk they will still be able to access important information such as current sales deals or leads that need to be fplowed up with. Finally, this integration should lessen the amount of human resources required at a business because employees will be able to delegate tasks more easily and accurately than before. For example, if an employee receives an email from someone who has just registered for an account then they will know exactly who that person is and what he/she was looking for when registering for the site. This means that they can update relevant information about such individuals on the CRM platform within minutes instead of having to manually spend hours entering data into multiple systems.
The process to integrate Intercom and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.