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Salesforce + Intercom Integrations

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Connect Salesforce to Intercom
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Intercom + your other apps
Related blog posts
FAQ

Salesforce + Intercom integrations

Salesforce > Intercom

Trigger

Last triggered

Opportunity stage reached

Create ticket

Overview

Connect Salesforce to Intercom in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Intercom, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Intercom, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Intercom integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use Relay.app's Intercom integrations to trigger actions across your apps

Preview of Use any of these Intercom actions in your Relay.app workflows

Preview of Add any Intercom action to your workflow

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Intercom integrations to trigger actions across your apps

Use any of these Intercom actions in your Relay.app workflows

Add any Intercom action to your workflow

Example Salesforce + Intercom workflows

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

Try it

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Create record automatically in Salesforce for each ticket added in Intercom

Try it

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

Try it

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Automatically update record in Salesforce for each contact added in Intercom

Try it

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

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Automatic Resume Parsing

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Intercom Actions

Admin

Find admin(s)

Company

library_add

Create or update company

Find company(ies)

Contact

add_comment

Add note to contact

new_label

Add tag to contact

add_box

Attach contact to company

add

Create contact

library_add

Create or update contact

remove_done

Detach contact from company

Find contact(s)

label_off

Remove tag from contact

edit

Update contact

Conversation

add_comment

Add note to conversation

new_label

Add tag to conversation

done

Close conversation

add

Create conversation

Find conversation(s)

label_off

Remove tag from conversation

Reply to conversation

send

Send message to contact

edit

Update conversation

Ticket

forum

Add note to ticket

new_label

Add tag to ticket

bug_report

Convert conversation to ticket

add

Create ticket

Find ticket(s)

label_off

Remove tag from ticket

forum

Reply to ticket

edit

Update ticket

Intercom Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Conversation

edit

Conversation changed

target

Conversation first meets conditions

add

New conversation added

Ticket

add

New ticket added

edit

Ticket changed

target

Ticket first meets conditions

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Create your own Salesforce + Intercom integration

Select a trigger in Salesforce

Select an action in Intercom

Create your workflow

Or automate Intercom + Salesforce

Select a trigger in Intercom

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Intercom to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Intercom with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Intercom to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Intercom to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Intercom?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Intercom that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Intercom—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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