Install and configure the Salesforce app
- Integrate with Salesforce. You’ll find the Salesforce app in the Intercom app store. Click ‘Install now. ...
- Optional: Install and test the app in a Sandbox environment. If you’d like, you can safely test the integration first. ...
- Mapping leads, users and their attributes. Mapping is how we match leads, users, and their attributes in Intercom with leads, contacts, and their fields in Salesforce.
Full Answer
Why connect to Salesforce with intercom?
Connect to Salesforce and convert more leads with Intercom. Our two-way Salesforce integration makes it easy to capture, nurture and convert leads with Intercom without breaking your existing workflows. Send leads and conversations to Salesforce instantly. Spend more time converting and less time copy-pasting.
What integrations are available for intercom?
Embed Intercom into your workflows with out-of-the-box integrations for Slack, Salesforce, Stripe and more. Convert your hottest leads right from Slack.
What are the benefits of the Salesforce integration?
Our Salesforce integration makes it easy to capture, nurture and convert leads without breaking your existing workflows. Spend more time converting and less time copy-pasting. Keep leads warm by automatically adding them to targeted, personalized nurture campaigns using data from Salesforce.
How much does it cost to use intercom?
Embed Intercom into your workflows with out-of-the-box integrations for Slack, Salesforce, Stripe and more. Convert your hottest leads right from Slack. See and reply to Facebook messages in your Team Inbox. Get more context on your users with Stripe data inside Intercom. Early Stage company? Eligible applicants get Intercom from just $65 a month.
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What happens when you connect to Salesforce?
After that, you will send Salesforce data to those users and leads’ profiles. The data will appear in Intercom as custom attributes. You can use it to assign conversation and send desired messages.
What happens if a lead doesn't have a contact in Salesforce?
If your lead doesn’t have an account owner in Salesforce, Intercom will find its contact owner. If it doesn’t have a contact owner, Intercom will find the lead owner. If a match is not found, then it will go back to the teammate who has set the Salesforce app.
Can you map your lead to Salesforce?
You can map your lead’s most recent source, campaigns and UTM parameters that you use in your advertising campaigns to Salesforce. UTM and referral data captured from the website by Intercom will update your fields when a lead is created in the Salesforce.
Does Salesforce automatically map to Intercom?
Intercom will automatically map your Salesforce users to their Intercom teammates to keep updated lead and account ownership. If you hover over the lead owner in the Intercom, you will see ‘Owner assigned by Salesforce’ as shown below.
Does Salesforce check for open opportunities?
Whenever a conversation is sent to Salesforce, it will check for any relevant open opportunities. All conversations associated with an opportunity will be automatically related and listed as an activity within the opportunity. You can only relate activities for your contacts that have a set role within the opportunity.
What happens if you can't find a teammate in Salesforce?
If intercom cannot find a teammate in Salesforce with the correct permissions, it will fall back to the default behaviour, allowing Salesforce to determine the case owner. The “Created By” field will be populated in Salesforce with the teammate who installed the Salesforce app in Intercom.
What is mapping in Salesforce?
A mapping is established when objects (leads or users) with the same identifier (fields such as a customer number or email address) are found both in Intercom and in Salesforce . If duplicate objects exist, Intercom Users will be prioritized over Intercom Leads. In Salesforce, Contacts will be prioritized over Leads.
What happens if a lead doesn't have an account owner in Salesforce?
If a lead doesn’t have an ‘account owner’ in Salesforce, Intercom will find the ‘contact owner’. If they don’t have a ‘contact owner’, Intercom will find the ‘lead owner’. If there’s no match, the owner will fall back to the teammate who installed the Salesforce app.
What happens if you change the owner of a lead in Salesforce?
If you change a lead’s owner in Salesforce, it will automatically update in Intercom. If you use the Salesforce app to assign owners, you won’t be able to manually change the owners in Intercom.
Can you sync Salesforce to Intercom?
Any read-only fields in Salesforce can't be synced from Intercom to Salesforce. Any read-only fields in Intercom can't be synced from Salesforce to Intercom. Next, select which attribute from Intercom and which field from Salesforce you want to map. Remember to map attributes with fields that have a compatible data type.
Can you map with email address in Salesforce?
Map using an email address. If you can’t use a unique value to match your leads and contacts in Salesforce, you can choose the option “Map using email address”. If multiple leads and users have the same email address, Users will be prioritized over Leads.
Does Salesforce automatically map to Intercom?
The Salesforce app will automatically map your Salesforce users to their Intercom teammate profile to keep lead and account ownership up to date. You’ll find the mappings under “Maintain lead and account ownership” in the Salesforce app settings:
Create your own Integration
Connect Intercom and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Intercom and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
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