Per-pair page

Intercom + Salesforce: chat conversations as CRM activity.

Log Intercom conversations as Salesforce Tasks, sync contact attributes, or trigger Salesforce workflows from Intercom events.

Connect Intercom and Salesforce See reverse direction

Trigger app

Intercom as the trigger

Workflows fire when something happens in Intercom.

Action app

Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →

Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

Intercom → Salesforce

When something happens in Intercom, do it in Salesforce.

5 Intercom triggers wired to 13 Salesforce actions. Most-used pairing: New Contact → Convert Lead.

Salesforce → Intercom

Or fire it the other way around.

0 Salesforce triggers wired to 20 Intercom actions downstream.

Use any trigger in the catalog as the upstream.

See Salesforce → Intercom →

Popular pairings

Common Intercom → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 9 of 65 combinations

When new contact in Intercom, convert lead in Salesforce.

Fires when a new contact (lead or user) is created in Intercom. Use to enrich, sync into your CRM, or kick off a welcome sequence.

When new contact in Intercom, create account in Salesforce.

Fires when a new contact (lead or user) is created in Intercom. Use to enrich, sync into your CRM, or kick off a welcome sequence.

When new contact in Intercom, create contact in Salesforce.

Fires when a new contact (lead or user) is created in Intercom. Use to enrich, sync into your CRM, or kick off a welcome sequence.

When new contact in Intercom, create note in Salesforce.

Fires when a new contact (lead or user) is created in Intercom. Use to enrich, sync into your CRM, or kick off a welcome sequence.

When conversation closed in Intercom, convert lead in Salesforce.

Fires when an Intercom conversation is closed by an admin. Common use: send CSAT survey, log resolution to CRM, run an AI quality check on the resolved thread.

When conversation closed in Intercom, create account in Salesforce.

Fires when an Intercom conversation is closed by an admin. Common use: send CSAT survey, log resolution to CRM, run an AI quality check on the resolved thread.

When conversation closed in Intercom, create contact in Salesforce.

Fires when an Intercom conversation is closed by an admin. Common use: send CSAT survey, log resolution to CRM, run an AI quality check on the resolved thread.

When conversation closed in Intercom, create note in Salesforce.

Fires when an Intercom conversation is closed by an admin. Common use: send CSAT survey, log resolution to CRM, run an AI quality check on the resolved thread.

When new conversation in Intercom, convert lead in Salesforce.

Fires when a new conversation is started in Intercom (by a user via messenger/email or by an admin). The standard inbound hook for AI triage, routing, and bot handoff.

How it works

Connect Intercom and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

1
Connect
Authorize Intercom and Salesforce
Open Tiny Command, authorize Intercom and Salesforce once each. Both connections are available to every workflow on your account.
2
Trigger
Pick a Intercom trigger
Drop the Intercom → New Contact trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/intercom.trigger-contact-created
3
Transform
Add a filter or AI step
Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.
4
Action
Add the Salesforce action
Drop the Salesforce → Convert Lead action below it. Map fields from the Intercom payload into the Salesforce inputs.
salesforce.convert-lead
5
Publish
Publish and forget
Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Intercom + Salesforce.

How do I log Intercom conversations as Salesforce Tasks?

Intercom Conversation Closed → Salesforce Find Lead/Contact by email → Salesforce Create Task with subject = conversation title, description = summary. CRM activity history reflects support touchpoints.

Can I sync Salesforce custom fields as Intercom attributes?

Yes. Salesforce Contact Updated → Intercom Update Contact with the changed custom field as a custom attribute. Useful for chat-routing by plan tier or owner from CRM.

How do I create Salesforce Leads from Intercom contacts?

Intercom Contact Created (or first message from new user) → Salesforce Find or Create Lead by email with custom_id = intercom_user_id for idempotent upsert.

Can I trigger Salesforce workflows from Intercom events?

Yes. Intercom tag added to conversation → Salesforce Update Lead with custom field reflecting the tag. SFDC workflows can use the field as trigger criteria for sequences or alerts.

How do I avoid double-creating Salesforce records from Intercom?

Use intercom_user_id as Salesforce external_id custom field. Upsert by external_id is natively dedupe-safe. Standard pattern.

Can I respect Salesforce API limits when syncing busy Intercom?

Use Salesforce Composite/Bulk API for batched updates. Filter Intercom triggers to specific tags or only contacts with email match to avoid syncing every chat visitor.

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Wire Intercom to Salesforce in 2 minutes.

Free tier available. No credit card. No onboarding call.

Try for free Request a demo

Intercom + Salesforce: chat conversations as CRM activity.

Pick the way that fits your stack.

When something happens in Intercom, do it in Salesforce.

Or fire it the other way around.

Common Intercom → Salesforce workflows.

Connect Intercom and Salesforce in five steps.

Questions about Intercom + Salesforce.

Other apps that pair well with Intercom.

Wire Intercom to Salesforce in 2 minutes.

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