Salesforce Customer Messaging

Enhance customer engagement by automatically sending messages through Intercom whenever there's a new or updated record in Salesforce. This integration ensures your team stays connected with clients in real-time, fostering stronger relationships and improving overall customer satisfaction without manual effort.

When this happens...

New Updated Record

New event when a record of the selected type is updated.

automatically do this!

Send Message To Contact

Send a message to a contact in Intercom.

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Explore Triggers and Actions

New Updated Record

New event when a record of the selected type is updated.

New Record

New event when a record of the selected object type is created.

New Outbound Message

New event when a new outbound message is received in Salesforce.

New Deleted Record

New event when a record of the selected object type is deleted.

Send Incoming Message

Send a message from a user into your Intercom app. here.

Send Message To Contact

Send a message to a contact in Intercom.

Upsert Contact

Create a new contact. If there is already a contact with the email provided, the existing contact will be updated.

Reply To Conversation

Add a reply or a note to an existing conversation thread.

Create Note

Creates a note for a specific user.

Add Tag To Contact

Adds a specific tag to a contact in Intercom.

About the apps

Learn more about

Salesforce

and

Intercom

, and how they work together to automate your workflows.

About

Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

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About

Intercom

Intercom is a customer messaging platform combining live chat, help desk, and marketing automation to enable personalized conversations at scale.

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Why

Salesforce

+

Intercom

= Perfect Match

When a new or updated record is created in Salesforce, a message is automatically sent to the relevant contact in Intercom, keeping your communication timely and relevant. This seamless integration bridges your CRM and messaging platform, ensuring your team stays informed and engaged with customers in real-time. The result is enhanced customer relationships, improved responsiveness, and streamlined communication that drives higher satisfaction and retention rates.