Recommended reading: This article explains exactly how and when data is synced between Salesforce and Intercom. You’ll find the Salesforce app in the Intercom app store. Professional edition - you can buy API access as an add-on with this edition. There are 3 editions without API access: To integrate with Salesforce, you must have:Īn Intercom subscription with full admin permissions.Ī Salesforce account with admin permissions.Ī Salesforce edition with API access, such as Enterprise or Unlimited edition. See basic live data from within Salesforce (separate to mapped attributes).Īutomatically log conversations, notes and messages as Salesforce tasks, so you have a complete interaction history with each lead/contact.Ĭreate cases in Salesforce from Intercom conversations. See the latest Salesforce data in your inbox, in contacts and use it to target and filter content and automations.Įasily manage Intercom’s usage of your Salesforce API limit.Īlso add the Salesforce Inbox app which lets you: Keep your data in sync with regular updates in the direction you choose Intercom to Salesforce, or Salesforce to Intercom.Īutomatically assign conversations to the correct lead owner in Intercom. Read this article to learn how to use the app in your inbox.Ĭonnect Salesforce and Intercom and you can: Note: This article covers the installation and setup of the Salesforce app. You can also create Salesforce tasks or cases from Intercom conversations. You can create Salesforce leads, see and use Salesforce data in Intercom, and Intercom data in Salesforce. Our two-way Salesforce app makes it easy to capture, nurture and convert leads in Intercom.
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