Integrate Intercom with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Intercom with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Intercom

A trigger is an event that starts your Zap and runs the workflow. For example, with Intercom, a trigger could be "Lead Added Email."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Intercom to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Intercom to Salesforce with a Zapier template.

Our most popular template

Create new Intercom users from new Salesforce leads
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Salesforce + Intercom
Create or update Intercom leads from new Salesforce outbound messages
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Salesforce + Intercom
Update Intercom lead tags when Salesforce records have changed fields
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Salesforce + Intercom
Update Intercom users when fields on Salesforce records change
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Salesforce + Intercom
Update tags on Intercom users when fields on Salesforce records are updated
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Salesforce + Intercom
Send messages to Intercom contacts when Salesforce records are updated
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Salesforce + Intercom

Create new Intercom users from new Salesforce leads

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Salesforce + Intercom

Create or update Intercom leads from new Salesforce outbound messages

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Salesforce + Intercom

Update Intercom lead tags when Salesforce records have changed fields

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Salesforce + Intercom

Update Intercom users when fields on Salesforce records change

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Salesforce + Intercom

Update tags on Intercom users when fields on Salesforce records are updated

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Salesforce + Intercom

Send messages to Intercom contacts when Salesforce records are updated

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Salesforce + Intercom

Create leads in Salesforce from new conversations in Intercom
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Intercom + Salesforce
Create Salesforce records when new tags are added to Intercom leads
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Intercom + Salesforce

Make work flow with AI

Level up your Intercom to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Intercom + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and Salesforce

How do I set up an Intercom integration with Salesforce via Zapier?

To set up the integration through Zapier, create a new Zap and select Intercom as the trigger app by choosing a trigger event such as 'New Lead' or 'New User.' Then, choose Salesforce as the action app and select an action event like 'Create Record' or 'Update Record.' Follow the on-screen instructions to authenticate both accounts and map fields between Intercom and Salesforce.

What triggers are available when using Intercom with Salesforce in Zapier?

Intercom offers several triggers, including 'New User,' 'New Conversation,' and 'Tag Added to User.' These triggers can be utilized to initiate actions within Salesforce, such as creating or updating records.

Can I update a Salesforce record automatically from an Intercom conversation?

Yes, you can configure a Zap where an Intercom trigger like 'New Conversation' leads to a Salesforce action that updates a specific record. You'll need to map fields from Intercom data to your chosen object in Salesforce.

Are there predefined actions for Salesforce when integrated with Intercom?

Yes, predefined actions such as 'Create Record,' 'Update Record,' and 'Find Record' are available. These work in tandem with various Intercom triggers for seamless data flow between systems.

How secure is the data transfer between Intercom and Salesforce through Zapier?

We prioritize data security using encryption methods during transfer. Additionally, both your Intercom and Salesforce accounts require authentication before setting up the integration, ensuring secure data handling.

Can I use custom fields when integrating Intercom with Salesforce?

Absolutely! Custom fields from both Intercom and Salesforce can be mapped when setting up your Zap. This customization ensures that all needed information is transferred accurately between platforms.

Is there a way to handle errors if a Zap fails during the integration process?

If a Zap fails, you can utilize features like Task History in our platform to diagnose errors. Notifications can also be set up for communication if issues arise, ensuring prompt resolution.

Connect Intercom and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Intercom and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Email
  Required
- Note Text
  Required
Action
Write
- Contact Type
  Required
- Note Text
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Company Name
  Required
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Note Text
  Required
Action
Write
- Company
  Required
- Company Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Company Name
  Required
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
- Search Value
Action
Search
- Search Mode
- Search Value
Action
Search
- Search Mode
- Search Value
- Tag
  Required
- Company Name
  Required
- Email
  Required
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note Text
  Required
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
Try It
- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier type
  Required
- Tag selection method
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company
  Required
Action
Write
- Tag
  Required
- Reply Type
  Required
- Note Text
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Note Text
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Tag
  Required
- Company Name
  Required
- Email
  Required
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Email
  Required
- Company Name
  Required
- User ID
- Company
  Required
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note Text
  Required
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- State
- Updated After
- Updated Before
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note Text
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Intercom on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.