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Salesforce + Intercom Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Intercom

About 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.

About 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.

Intercom Integrations
Intercom Alternatives

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Best Salesforce and Intercom Integrations

  • Salesforce Salesforce

    Intercom + Salesforce

    Create leads in Salesforce from new Intercom users Read More...
    When this happens...
    Salesforce New User
     
    Then do this...
    Salesforce Create Lead
    If you are looking for ways to make your CRM applications work hand in hand, then this integration is for you. After setting this integration up, whenever a new user is added to your Intercom account, Appy Pie Connect will automatically send that user to Salesforce as a new lead. This way, you can keep growing your business by generating new leads.
    How It Works
    • A new user is added to Intercom
    • Appy Pie Connect will automatically add that user to Salesforce as a new lead
    What You Need
    • An Intercom account
    • A Salesforce account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
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Connect Salesforce + Intercom in easier way

It's easy to connect Salesforce + Intercom without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

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

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

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

  • New Conversation

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

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create/Update Lead

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

  • Create/Update User

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

  • 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.

How Salesforce & Intercom Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Intercom as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Intercom with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Intercom

Salesforce?

Salesforce is the leading provider of cloud marketing software and services.

It is a cloud computing company that develops, markets, and sells customer relationship management (CRM. software and related services to small and mid-sized businesses.

In addition to its headquarters in San Francisco, California, the company has offices in Europe and Asia, with research centers in India, Israel, and China.

Intercom?

Intercom is a customer communication platform for sales, marketing, and support. It enables companies to create and send targeted messages to specific subsets of their users based on the user’s behavior. Intercom is designed to help companies listen to their users and understand how to increase engagement through personalized messaging. It allows users to quickly send targeted messages from a unified inbox which can be used by all departments within an organization.

Integration of Salesforce and Intercom

Salesforce has developed an open API so developers can build apps that integrate with Salesforce. The integration of Intercom with Salesforce allows companies to make better use of their data as they get real-time insights on their customers. It also helps them to prioritize the right sources for most valuable customers.

Intercom allows companies to send targeted messages to potential customers who have expressed interest in their products but have not yet made a purchase. These messages are sent when the customer is most likely to convert. Such messages are usually delivered after a certain period of time in order to boost the sales of the company. An example of such message is “Are you still interested in using our product?” Such messages are very effective in increasing sales because they give customers the opportunity to reevaluate the product they are looking at and also give them an assurance that if they purchase the product now, they will receive support or help if they encounter any problems.

Benefits of Integration of Salesforce and Intercom

Companies who use Salesforce and Intercom will experience a lot of benefits. One of the great benefits is that it will help companies improve their sales process. With the use of integrated software, companies can identify where they need to focus on getting more sales. By analyzing the data about their customers, they can see which demographics are making the most purchases and which demographics are not buying their products. They can then focus on promoting their products to people who are most likely to buy it instead of wasting money on people who are not likely to buy it. Another great benefit is that it will help companies cut down on costs. Marketing campaigns are expensive but sometimes companies spend money on these campaigns that do not generate much revenue. For example, a company may spend $10,000 on sending out coupons to new customers but only gets back $5,000 worth of purchases from those customers. If they use Intercom then they can target people who have already expressed interest in their products and send them coupons that will probably lead to more purchases because those customers have already been exposed to the products in some way. This will help them cut down on costs because they will be sending coupons only to people who have already taken some sort of action towards buying their product which significantly increases the chance of them purchasing it. The last benefit is that it will help companies develop excellent customer relationships. Companies who use this software will be able to better understand what kind of information their customers want and how they want it delivered. They will be able to communicate with their customers in a way that will make them happy because the information they provide matches what the customer was looking for or what they wanted to know. This will help them develop good customer relationships because they will be satisfying their customers’ needs throughout the entire customer cycle.

In conclusion, the integration of Salesforce and Intercom is great for companies because it gives them access to information that can help improve sales and lower marketing costs. It also helps them build good customer relationships by giving them better access to information about their customers.

The process to integrate Salesforce and Intercom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.