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Intercom logo

Connect Salesforce to Intercom

Automate workflows and sync data between Salesforce and Intercom with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Salesforce & Intercom?

Intelligent Automation Workflows

Leverage 2 available triggers from Salesforce to execute 6 targeted actions in Intercom automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Salesforce and Intercom perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Salesforce and Intercom for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required
Intercom logo

Intercom

Triggers (1)

Note added to conversation

Triggers when a note is added to a conversation

app_webhook

Actions (6)

Send Message

Send a message to a contact (only allowed by admins)

Auth Required
Create Contact

Create a contact (ie. user or lead)

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Reply to conversation

Reply (as an admin) to a conversation with a contact

Auth Required
Add note to conversation

Add a note (for other admins) to an existing conversation

Auth Required
Get or Create Contact

Get or create a contact (ie. user or lead) if it isn't found

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Salesforce trigger → Create/Update in Intercom

Most Popular
SalesforceSalesforce

New Record

IntercomIntercom

Send Message

When Intercom trigger → Update Salesforce

Bi-directional
IntercomIntercom

Note added to conversation

SalesforceSalesforce

Run Query (Advanced)

How It Works

1

Connect Apps

Authenticate your Salesforce and Intercom accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Salesforce and Intercom with 3 available triggers for instant updates.

Automated Actions

Execute 11 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Salesforce and Intercom in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Salesforce and Intercom with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Salesforce & Intercom?

Join thousands of users automating their workflows with Mazaal AI