Connect Intercom to Salesforce

Use 12 documented Intercom triggers to run 24 documented Salesforce actions.

12 source triggers

24 target actions

Reverse direction supported

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Why Connect Intercom & Salesforce?

Start with a Intercom event

Choose from 12 documented triggers, including New Companies, New Reply From Admin, New Conversations.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Intercom

Triggers (12)

New Companies

Emit new event each time a new company is added.

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New Reply From Admin

Emit new event each time an admin replies to a conversation.

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New Conversations

Emit new event each time a new conversation is added.

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New Reply From User

Emit new event each time a user replies to a conversation.

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New Unsubscriptions

Emit new event each time a user unsubscribes from receiving emails.

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New Users

Emit new event each time a new user is added.

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Lead Added Email

Emit new event each time a lead adds their email address.

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New Closed Conversation

Emit new event each time a conversation is closed.

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New Conversation Rating Added

Emit new event each time a new rating is added to a conversation.

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New Event

Emit new event for each new Intercom event for a user.

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New Leads

Emit new event each time a new lead is added.

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New Tickets

Emit new event when a new ticket is created in Intercom.

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Actions (11)

Add Tag To Contact

Adds a specific tag to a contact in Intercom. See the documentation.

Create Note

Creates a note for a specific user. See the docs here

List Admin ID Options

Retrieves available options for the Admin ID field.

List Assignee ID Options

Retrieves available options for the Assignee ID field.

List Tag ID Options

Retrieves available options for the Tag ID field.

Manage A Conversation

Close/Snooze/Open/Assign a conversation by its ID. See the documentation.

Reply To Conversation

Add a reply or a note to an existing conversation thread. See the documentation.

Retrieve A Conversation

Retrieve a conversation by its ID. See the documentation.

Send Incoming Message

Send a message from a user into your Intercom app. See the docs here

Send Message To Contact

Send a message to a contact in Intercom. See the documentation.

Upsert Contact

Create a new contact. If there is already a contact with the email provided, the existing contact will be updated. See the docs here

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

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Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

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Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

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New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

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New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

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New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

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New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

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New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

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Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation