Intercom + Salesforce Integration
Use Autopilot to automate and integrate Intercom and Salesforce.
Marketing Automation ideas to integrate Intercom and Salesforce
LiveChat Tag to Assign Salesforce Lead to Group
Intercom Tag to Set Salesforce Campaign Member Status
Recurly Subscription to Set Salesforce Campaign Member Status
New Intercom User to Has Submitted Form to Set Salesforce Campaign Member Status
New Intercom User to Check Email Status to Create Salesforce Opportunity
Field Match to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead
New Intercom Lead to Assign Salesforce Lead
Intercom Tag to Assign Salesforce Lead
New Intercom Lead to Assign Salesforce Lead to Group
Intercom Tag to Assign Salesforce Lead to Group to Send Amplitude Event
Intercom Tag to Assign Salesforce Lead to Group
Intercom Tag to Create Salesforce Opportunity
New Intercom Lead to Add Salesforce Task
New Intercom Lead to Has Submitted Form to Assign Salesforce Lead
New Intercom User to Assign Salesforce Lead
New Intercom User to Add Trello Card to Assign Salesforce Lead
New Intercom User to Check Email Status to Set Salesforce Campaign Member Status
New Intercom Lead to Check Salesforce Campaign Member Status to Add Trello Card
Add Intercom Tag to Update HubSpot Contact Field to Create Salesforce Opportunity
Showing 20 of 2230 Marketing Automation ideas using Autopilot's Intercom and Salesforce integration.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Intercom integration.
Triggers
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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 meets your criteria (e.g. contains a particular word).
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.
