Salesforce + Intercom Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Intercom, enabling you to effortlessly connect the two apps.

Example Salesforce + Intercom integrations

Salesforce iconarrow_forwardIntercom icon

Automatically create ticket in Intercom for each opportunity stage reached in Salesforce

Intercom iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each ticket added in Intercom

Salesforce iconarrow_forwardIntercom icon

Add note to ticket automatically in Intercom for each opportunity stage changed in Salesforce

Salesforce iconarrow_forwardIntercom icon

Find admin(s) automatically in Intercom for each record added in Salesforce

Create your own Salesforce + Intercom integration

Connect Salesforce to Intercom

Select a trigger in Salesforce
Select an action in Intercom
Create your playbook

Or, connect Intercom to Salesforce

Select a trigger in Intercom
Select an action in Salesforce
Create your playbook

Do more with Salesforce and Intercom in Relay.app

Are you looking to streamline your customer communications and sales process? Look no further than the powerful integration between Intercom and Salesforce on Relay. By combining these two popular apps, you can enhance your customer support and sales efforts, while also enjoying the benefits of Relay's collaborative workflow automation platform.

Seamless Lead Conversion

Convert leads from Intercom into opportunities in Salesforce with ease. Automatically create new leads in Salesforce whenever a user initiates a chat conversation in Intercom. Assign the leads to the appropriate sales rep and track their progress through the sales pipeline, all without manual intervention.

Personalized Customer Onboarding

Provide a personalized onboarding experience to new Intercom customers using Salesforce data. Sync customer information from Salesforce into Intercom and trigger customized onboarding campaigns based on their specific attributes and preferences. Deliver targeted messages at the right time to maximize conversions.

Automated Follow-ups

Never miss an opportunity to follow up with your prospects. Set up automated follow-up sequences in Intercom based on activities and events tracked in Salesforce. Send personalized emails, schedule meetings, and nurture leads automatically, ensuring no potential opportunity slips through the cracks.

With Relay, you can seamlessly integrate Intercom and Salesforce, enhancing your customer communication and sales processes. But it doesn't stop there. Relay's collaborative automation platform also allows you to connect with other SaaS products and AI models, further expanding your possibilities for efficient and effective workflows. Try Relay for free today and empower your team with the power of automation and collaboration.

Ready to start connecting Salesforce and Intercom?

Sign up now and get started with your first playbook today

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