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Integrate Salesforce with Intercom

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

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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.

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.

Intercom Integrations
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Best Salesforce and Intercom Integrations

  • Salesforce Integration Intercom Integration

    Salesforce + Intercom

    Create/Update Lead to Intercom from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Intercom Integration Create/Update Lead
  • Salesforce Integration Intercom Integration

    Salesforce + Intercom

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

    Salesforce + Intercom

    Send Incoming Message in Intercom when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Intercom Integration Send Incoming Message
  • Salesforce Integration Intercom Integration

    Salesforce + Intercom

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

    Salesforce + Intercom

    Create/Update User to Intercom from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Intercom Integration Create/Update User
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

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

How Salesforce & Intercom Integrations Work

  1. Step 1: Choose Salesforce 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 Intercom 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 Salesforce to Intercom.

    (2 minutes)

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

Integration of Salesforce and Intercom

Salesforce?

Salesforce is the leading provider of cloud marketing software and services.

It is a cloud computing company that develops, markets, and sells customer relationship management (CRM. software and related services to small and mid-sized businesses.

In addition to its headquarters in San Francisco, California, the company has offices in Europe and Asia, with research centers in India, Israel, and China.

Intercom?

Intercom is a customer communication platform for sales, marketing, and support. It enables companies to create and send targeted messages to specific subsets of their users based on the user’s behavior. Intercom is designed to help companies listen to their users and understand how to increase engagement through personalized messaging. It allows users to quickly send targeted messages from a unified inbox which can be used by all departments within an organization.

Integration of Salesforce and Intercom

Salesforce has developed an open API so developers can build apps that integrate with Salesforce. The integration of Intercom with Salesforce allows companies to make better use of their data as they get real-time insights on their customers. It also helps them to prioritize the right sources for most valuable customers.

Intercom allows companies to send targeted messages to potential customers who have expressed interest in their products but have not yet made a purchase. These messages are sent when the customer is most likely to convert. Such messages are usually delivered after a certain period of time in order to boost the sales of the company. An example of such message is “Are you still interested in using our product?” Such messages are very effective in increasing sales because they give customers the opportunity to reevaluate the product they are looking at and also give them an assurance that if they purchase the product now, they will receive support or help if they encounter any problems.

Benefits of Integration of Salesforce and Intercom

Companies who use Salesforce and Intercom will experience a lot of benefits. One of the great benefits is that it will help companies improve their sales process. With the use of integrated software, companies can identify where they need to focus on getting more sales. By analyzing the data about their customers, they can see which demographics are making the most purchases and which demographics are not buying their products. They can then focus on promoting their products to people who are most likely to buy it instead of wasting money on people who are not likely to buy it. Another great benefit is that it will help companies cut down on costs. Marketing campaigns are expensive but sometimes companies spend money on these campaigns that do not generate much revenue. For example, a company may spend $10,000 on sending out coupons to new customers but only gets back $5,000 worth of purchases from those customers. If they use Intercom then they can target people who have already expressed interest in their products and send them coupons that will probably lead to more purchases because those customers have already been exposed to the products in some way. This will help them cut down on costs because they will be sending coupons only to people who have already taken some sort of action towards buying their product which significantly increases the chance of them purchasing it. The last benefit is that it will help companies develop excellent customer relationships. Companies who use this software will be able to better understand what kind of information their customers want and how they want it delivered. They will be able to communicate with their customers in a way that will make them happy because the information they provide matches what the customer was looking for or what they wanted to know. This will help them develop good customer relationships because they will be satisfying their customers’ needs throughout the entire customer cycle.

In conclusion, the integration of Salesforce and Intercom is great for companies because it gives them access to information that can help improve sales and lower marketing costs. It also helps them build good customer relationships by giving them better access to information about their customers.

The process to integrate Salesforce and Intercom 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.