ConditionalVisibility

new-products-promo

Customer stories

automate-leads-salesforce-inte primary img

Autopilot

Intercom

Slack

Unbounce

Salesforce

On the cosmic scales, the benefits of having a growing company far outweigh the negatives. It means your product resonates with an audience, that you're doing something right.

A Growing Startup Uses Automation to Keep Its Team Small

Want to make sure your marketing specifically addresses every new name coming in through your landing page? All you need to do is set up this Unbounce Autopilot Journeys integration, after which a new contact will be added to an Autopilot Journeys list for every new submission on Unbounce, keeping your workflows responsive and efficient.

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.

New Form Submission

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

Autopilot Journeys

Contact Added

Triggers when a contact is newly added to list.

Contact Added to List

Triggers when a contact is removed from a list.

Contact Removed From List

Triggers when a contact unsubscribes from Autopilot.

Contact Unsubscribes

Adds a new contact and adds them to a list.

Add Contact to List

Add Contact

Delete Contact

Unsubscribe Contact

Add contacts to an Autopilot Journeys list for new Unbounce submissions

Keep track of new leads in your customer messaging software automatically! Zapier will create new users in Intercom as new leads are created in Salesforce.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

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.

Triggers when a Lead enters an email address.

Lead Added Email

Lead Converted to User

Triggers when a Contact replies to a Conversation in Intercom.

Contact Replied

Tag Added to Lead

Triggers when a conversation receives a rating.

New Conversation Rating

Triggers when a new tag is added to a conversation in Intercom.

Tag Added to Conversation

Triggers when a new conversation is created by a user in Intercom.

New 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 Closed Conversation

New Company

Triggers when a new Conversation is created by a User in Intercom.

Triggers when a new Ticket is created in Intercom.

New Ticket

New User

Triggers when a Tag is added to a Conversation in Intercom.

Triggers when a Contact is updated in Intercom.

Updated Contact

Triggers when a Ticket is updated in Intercom.

Updated Ticket

Tag Added to User

Triggers when a user unsubscribes from Intercom.io emails.

New Unsubscription

Finds an existing company in your Intercom account.

Find Company

Search for conversations using various criteria.

Find Conversation

Find Lead

Search for tickets using various criteria.

Find Ticket

Find User

Retrieves a specific conversation by ID, including conversation parts.

Retrieve a Conversation

Looks up an existing company in your Intercom account.

Find or Create Company

Find or Create Lead

Add Note

Add a Tag to a specific Intercom Contact.

Add Tag to Contact

Creates a new article in your Help Center.

Create Article

Creates a new conversation from a contact.

Create Conversation

Submit a Data Event to your Intercom account.

Create Data Event

Creates or Updates a Company in Intercom.

Create or Update Company

Create Ticket

Add Event

Remove a Tag from a specific Intercom Contact.

Remove Tag From Contact

Adds a reply or note to an existing Conversation.

Reply to Conversation

Send a Message from a Contact into Intercom to create a new Conversation. Note: you must have a valid plan on Intercom to access this action.

Send Incoming Message

Send Message to Contact

Attach or remove a tag from a specific company.

Add/Remove Tag on Company

Attach or remove a tag on a specific lead.

Add/Remove Tag on Lead

Attach or remove a tag on a specific user.

Add/Remove Tag on User

Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.

Update Company

Create or update an Intercom lead. If an ID is provided, the lead will be updated.

Create/Update Lead

Update Ticket

Update a user within Intercom given their e-mail address.

Create/Update User

Create User

Create new Intercom users from new Salesforce leads

If your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new leads created in Salesforce. You can even nominate the channel in Slack to use in the integration. Once this integration has been set up all new Salesforce contacts, this integration will automatically create a Slack notification to your team.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

A Growing Startup Uses Automation to Keep Its Team Small

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.