Salesforce + Intercom Integration

Use Autopilot to automate and integrate Salesforce and Intercom.

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Marketing Automation ideas to integrate Salesforce and Intercom

Unsubscribes from Intercom to Assign Salesforce Lead to Group to Intercom Send Incoming Message

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Intercom Lead Converted to User to Assign Salesforce Lead to Intercom Add Event

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Intercom Lead Added Email to Add Salesforce Task

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Intercom Lead Added Email to Intercom Has Tag to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Intercom Update User Field to Update Salesforce Field

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Time Trigger to Check Salesforce Campaign Member Status to Intercom Add Note

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Intercom Lead Added Email to Update Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Unsubscribes from Intercom to Set Salesforce Campaign Member Status

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Intercom New User Tag to Update Pipedrive Deal Stage

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Intercom Lead Converted to User to Update Pipedrive Deal Stage to Create Salesforce Opportunity

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New Intercom User to Assign Salesforce Lead to Group

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Intercom New User Tag to Send Segment Event

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Intercom New User Tag to Update Salesforce Field

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Intercom Lead Converted to User to Is on List or Segment to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity

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Intercom Lead Added Email to Assign Salesforce Lead

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Salesforce Campaign Trigger to Intercom Send Incoming Message

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Intercom Add Event

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Unsubscribes from Intercom to Intercom Update User Field to Add Salesforce Task

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Time Trigger to Create Salesforce Opportunity to Intercom Add User Tag

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Showing 20 of 6168 Marketing Automation ideas using Autopilot's Salesforce and Intercom integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Intercom

The Intercom and Autopilot integration allows you to design customer journeys that help follow up conversations on Intercom. Automatically add new leads, users and companies.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).
New Intercom User
Triggers when a new user is added to intercom.
Intercom Lead Added Email
Triggers when a lead adds an email to Intercom.
Intercom New User Tag
Triggers when a new tag is added to a user.
Intercom Lead Converted to User
Triggers when a lead is converted to a user.
Unsubscribes from Intercom
Triggers when a user unsubscribes from Intercom.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Intercom Has Tag
Checks if a user has a certain tag.
Intercom Has Completed Event
Checks if a user has completed a certain event.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Intercom New User
Creates a new user in Intercom.
Intercom Add User Tag
Adds a new tag to an intercom user.
Intercom Send Incoming Message
Sends a message from a user into the Intercom app.
Intercom Add Event
Tags a user with an event that occurred.
Intercom Add Note
Adds a note to a user in Intercom. Allows custom field data.
Intercom Update User Field
Updates specific user fields in Intercom with new information.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Intercom.