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Zapier makes it easy to integrate Intercom with Salesforce - no code necessary. See how you can get setup in minutes.
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Intercom
Intercom
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Intercom
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Intercom and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Intercom and Salesforce with AI agents and code
Beyond Zap workflows. Call Intercom and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Intercom and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Note
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Intercom and Salesforce
Track new sales leads efficiently.
When a new lead is added in Salesforce, Zapier creates a matching lead in Intercom. This automation streamlines lead tracking from the CRM to the engagement system, enabling better follow-ups and customer onboarding.
Sync customer updates across Intercom and Salesforce.
When a contact is updated in Intercom, Zapier updates the corresponding record in Salesforce. This automation ensures consistent data between platforms, reducing discrepancies and manual data entry for accurate customer records.
When a new lead is created in Salesforce, Zapier triggers a notification in Intercom for the marketing team. This workflow ensures the team stays updated in real-time and campaigns can be adjusted or prioritized based on up-to-date lead information.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Intercom to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Intercom + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and Salesforce
How do I set up an Intercom integration with Salesforce via Zapier?
To set up the integration through Zapier, create a new Zap and select Intercom as the trigger app by choosing a trigger event such as 'New Lead' or 'New User.' Then, choose Salesforce as the action app and select an action event like 'Create Record' or 'Update Record.' Follow the on-screen instructions to authenticate both accounts and map fields between Intercom and Salesforce.
What triggers are available when using Intercom with Salesforce in Zapier?
Intercom offers several triggers, including 'New User,' 'New Conversation,' and 'Tag Added to User.' These triggers can be utilized to initiate actions within Salesforce, such as creating or updating records.
Can I update a Salesforce record automatically from an Intercom conversation?
Yes, you can configure a Zap where an Intercom trigger like 'New Conversation' leads to a Salesforce action that updates a specific record. You'll need to map fields from Intercom data to your chosen object in Salesforce.
Are there predefined actions for Salesforce when integrated with Intercom?
Yes, predefined actions such as 'Create Record,' 'Update Record,' and 'Find Record' are available. These work in tandem with various Intercom triggers for seamless data flow between systems.
How secure is the data transfer between Intercom and Salesforce through Zapier?
We prioritize data security using encryption methods during transfer. Additionally, both your Intercom and Salesforce accounts require authentication before setting up the integration, ensuring secure data handling.
Can I use custom fields when integrating Intercom with Salesforce?
Absolutely! Custom fields from both Intercom and Salesforce can be mapped when setting up your Zap. This customization ensures that all needed information is transferred accurately between platforms.
Is there a way to handle errors if a Zap fails during the integration process?
If a Zap fails, you can utilize features like Task History in our platform to diagnose errors. Notifications can also be set up for communication if issues arise, ensuring prompt resolution.
About Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
