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Integrate Intercom with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Intercom and Salesforce

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About Intercom

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.

About Salesforce

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
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Best ways to Integrate Intercom + Salesforce

  • Intercom Integration Salesforce Integration

    Intercom + Salesforce

    Create leads in Salesforce from new Intercom users Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Salesforce Integration Create Lead
    If you are looking for ways to make your CRM applications work hand in hand, then this integration is for you. After setting this integration up, whenever a new user is added to your Intercom account, Appy Pie Connect will automatically send that user to Salesforce as a new lead. This way, you can keep growing your business by generating new leads.
    How It Works
    • A new user is added to Intercom
    • Appy Pie Connect will automatically add that user to Salesforce as a new lead
    What You Need
    • An Intercom account
    • A Salesforce account
  • Intercom Integration Salesforce Integration

    Intercom + Salesforce

    Create Custom Object to Salesforce from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Intercom Integration Salesforce Integration

    Intercom + Salesforce

    Create Contact to Salesforce from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Salesforce Integration Create Contact
  • Intercom Integration Salesforce Integration

    Intercom + Salesforce

    Update Contact in Salesforce when New User is created in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Salesforce Integration Update Contact
  • Intercom Integration Salesforce Integration

    Intercom + Salesforce

    Update Custom Object in Salesforce when New User is created in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Intercom Integration {{item.actionAppName}} Integration

    Intercom + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Intercom + Salesforce in easier way

It's easy to connect Intercom + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Closed Conversation

    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).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Intercom & Salesforce Integrations Work

  1. Step 1: Choose Intercom as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Intercom to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Intercom and Salesforce

Intercom

Salesforce

Integration of Intercom and Salesforce

Benefits of Integration of Intercom and Salesforce

  • Reference List
  • Intercom

    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

    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.