Connect and Integrate
Salesforce with Intercom

Connect Salesforce to Intercom and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Salesforce and Intercom

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in Intercom

Connect your Intercom account and select an action like “Take action in Intercom” to make your work flow.

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Customize the Workflow

Build your Salesforce - Intercom automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and Intercom
to Automate these Workflows

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Generate Xero Bills from new Salesforce Records

Let Salesforce and Xero handle the details—you focus on the big picture!

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Send SMS notifications via Twilio for new Salesforce Contacts

Let Salesforce + Twilio handle the hard work while you take it easy.

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Add targeted Gmail emails to Salesforce campaigns

Focus on what matters. Salesforce + Gmail handle the rest!

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Convert Salesforce Leads to new Intercom Users

Unlock a new level of ease. Intercom + Salesforce get it done for you.

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Generate Salesforce Contacts from new Intercom Users

Focus on what matters. Intercom + Salesforce handle the rest!

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Generate Freshdesk tickets from tagged Intercom users

Unlock a new level of ease. Intercom + Freshdesk get it done for you.

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Create Freshdesk tickets for new tags in Intercom conversations

Reimagine productivity with Intercom and Freshdesk in your toolkit.

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Generate Freshdesk tickets when Intercom users are tagged

Why wait? Intercom + Freshdesk bring efficiency to your day, every day.

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Generate Freshdesk tickets for tagged leads in Intercom

Make life easier! Intercom + Freshdesk smooth out your workflows.

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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About Intercom

Intercom is a live-chat model customer service platform using AI, chatbot automation, and messaging to manage support, sales, and customer engagement. Via live chat, it resolves queries, and engages with customers across various channels with an omnichannel approach that keeps all customer interactions in one place.
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