Salesforce
Intercom

Salesforce and Intercom Integration

Connecting Salesforce with Intercom helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Salesforce and Intercom, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Send Incoming Message
Send a message from a user into your Intercom app. See the docs here
Send Message To Contact
Send a message to a contact in Intercom. See the documentation
Upsert Contact
Create a new contact. If there is already a contact with the email provided, the existing contact will be updated. See the docs here
Reply To Conversation
Add a reply or a note to an existing conversation thread. See the documentation
Create Note
Creates a note for a specific user. See the docs here
Add Tag To Contact
Adds a specific tag to a contact in Intercom. See the documentation

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Salesforce and Intercom?

With Ayudo, Salesforce and Intercom collaborate natively so your team can act on leads right where they manage conversations. Field mapping, conditional rules, and two way options help you control how data flows and who is notified. The result is less swivel chair work and a sharper customer experience because context is always on hand. For example, Transform users into qualified sales leads Message customers from Salesforce updates

Connect
Salesforce
and
Intercom
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Salesforce with Intercom?

A straightforward win is Create contacts from customer conversations. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a new outbound message is received in Salesforce. and then perform Send Message To Contact in Intercom?

Yes, you can set up a workflow so that when trigger new event when a new outbound message is received in Salesforce., Ayudo carries out Send Message To Contact in Intercom. You control filters and field mappings so only the right events trigger the action.

Can we start from Intercom and drive Create Note in Salesforce?

Absolutely. When trigger new event when a new ticket is created in Intercom., Ayudo can run Create Note in Salesforce so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Is the sync one way or two way between Salesforce and Intercom?

Yes, you can pick the exact fields to move, set conditions, and choose one way or two way sync. You can also add filters by status or tags and decide who gets notified when changes happen.

What problems does connecting Salesforce and Intercom actually solve?

The integration reduces duplicate entry and makes key context available where your team already works. Ayudo syncs important updates automatically which shortens handoffs and prevents avoidable mistakes.

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