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Intercom + Salesforce: chat conversations as CRM activity.

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

Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Intercom as the action

Workflows do something in Intercom, instantly.

See all 20 actions →
Both directions

Pick the way that fits your stack.

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

SalesforceIntercom

When something happens in Salesforce, do it in Intercom.

0 Salesforce triggers wired to 20 Intercom actions.

    IntercomSalesforce

    Or fire it the other way around.

    5 Intercom triggers wired to 13 Salesforce actions downstream.

    See IntercomSalesforce
    Popular pairings

    Common Salesforce → Intercom workflows.

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

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    How it works

    Connect Salesforce and Intercom in five steps.

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

    1. 1
      Connect
      Authorize Salesforce and Intercom

      Open Tiny Command, authorize Salesforce and Intercom once each. Both connections are available to every workflow on your account.

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    3. 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. 4
      Action
      Add the Intercom action

      Drop the Intercom → Assign Conversation action below it. Map fields from the Salesforce payload into the Intercom inputs.

      intercom.assign-conversation
    5. 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 Salesforce + Intercom.

    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.
    Related

    Other apps that pair well with Salesforce.


    Wire Salesforce to Intercom in 2 minutes.

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