Intercom Salesforce Integration
Appy Pie Automate allows you to Integrate Intercom with Salesforce using AI Agents
- 7 days free trial
- Lightning Fast Setup
Simplify Intercom Salesforce Integration with seamless setup
Easily set up Intercom Salesforce Integration without coding. Start automating your workflows and Integrate Intercom with Salesforce today.
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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).
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
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New Lead
Triggers when a new Lead is created.
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New Ticket
Triggers when a new ticket is created.
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New User
Triggers when a new user is created.
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Updated Ticket
Triggers when a ticket is updated.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Note
create a note within Intercom
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Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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Create/Update User
Update a user within Intercom given their e-mail address.
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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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Update Ticket
Update a ticket within Intercom
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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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).
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
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New Lead
Triggers when a new Lead is created.
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New Ticket
Triggers when a new ticket is created.
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New User
Triggers when a new user is created.
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Updated Ticket
Triggers when a ticket is updated.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Note
create a note within Intercom
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Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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Create/Update User
Update a user within Intercom given their e-mail address.
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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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Update Ticket
Update a ticket within Intercom
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
How Intercom and Salesforce Integrations Work
Follow the steps below to start setting up your Intercom integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose Intercom as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Salesforce as the action app from the list.
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Step 3: Authenticate
Connect your Salesforce account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Intercom to Salesforce & your AI Agent is ready!
Choose the app you want to Integrate with Intercom and Salesforce
- Intercom Shopify
- Intercom Zendesk
- Intercom Slack
- Intercom Google Sheets
- Intercom Facebook Lead Ads
- Intercom Stripe
- Intercom Salesforce
- Intercom HubSpot
- Intercom Marketo
- Intercom Mailgun
- Intercom Zoho CRM
- Intercom Pipedrive
- Intercom Slack v2
- Intercom Airtable(Outh v2)
- Intercom Trello
- Salesforce MINDBODY
- Salesforce Slack
- Salesforce Microsoft Exchange
- Salesforce Xero
- Salesforce Braintree
- Salesforce Zendesk
- Salesforce Google Calendar
- Salesforce DocuSign
- Salesforce WordPress
- Salesforce Pipedrive
- Salesforce HubSpot
- Salesforce Asana
- Salesforce Dropbox
- Salesforce Google Drive
- Salesforce Trello
Popular Templates for Intercom and Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create leads in Salesforce from new Intercom users
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When this happens:
New User
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Then do this:
Create Lead
Create Contact to Salesforce from New User in Intercom
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When this happens:
New User
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Then do this:
Create Contact
Update Record in Salesforce when New User is created in Intercom
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When this happens:
New User
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Then do this:
Update Record
Create Event to Salesforce from New User in Intercom
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When this happens:
New User
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Then do this:
Create Event
Create Record to Salesforce from New User in Intercom
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When this happens:
New User
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Then do this:
Create Record
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is 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.
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What Is 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.
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How Intercom and Salesforce Integrations Work?
The integration between Intercom and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Intercom and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Intercom and Salesforce secure?
While assessing the security of integrating Intercom with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Intercom-Salesforce integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Intercom and Salesforce integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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