Salesforce + Intercom Integration

Use Autopilot to automate and integrate Salesforce and Intercom.

Marketing Automation ideas to integrate Salesforce and Intercom

New Intercom Lead to Assign Salesforce Lead to Group to Add a Pipedrive Deal

Try this free

New Intercom User to Set Salesforce Campaign Member Status

Try this free

Smart Segment Trigger to Assign Salesforce Lead to Group to Add Intercom Tag

Try this free

Intercom Tag to Assign Salesforce Lead

Try this free

New Intercom User to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

Try this free

New Intercom User to Create Salesforce Opportunity

Try this free

New Intercom User to Set Salesforce Campaign Member Status

Try this free

Field Match to Add Intercom Tag

Try this free

Salesforce Field Changed to Add Intercom Tag

Try this free

New Intercom Lead to Schedule Pipedrive Activity

Try this free

New Intercom User to Assign Salesforce Lead to Group

Try this free

Salesforce Campaign Trigger to Add Intercom Tag

Try this free

Salesforce Field Changed to Set Salesforce Campaign Member Status to Add Intercom Tag

Try this free

New Intercom Lead to Set Salesforce Campaign Member Status

Try this free

New Intercom User to Set Salesforce Campaign Member Status

Try this free

Intercom Tag to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

Try this free

New Intercom User to Assign Salesforce Lead to Assign Pipedrive Person Owner

Try this free

Delighted NPS Response to Set Salesforce Campaign Member Status to Add Intercom Tag

Try this free

New Intercom Lead to Check Salesforce Campaign Member Status to Add a Pipedrive Deal

Try this free

Intercom Tag to Add a Pipedrive Deal to Update Salesforce Field

Try this free

Showing 20 of 2968 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

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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
Adds new Intercom users to a journey.
New Intercom Lead
Adds new Intercom leads to a journey.
Intercom Tag
Adds an Intercom lead or user to a journey when they are tagged in 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.

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.
Add Intercom Tag
Tags an Intercom lead or user.

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.