Every day at 8am
New Intercom leads as Salesforce leads
Every morning, yesterday's new Intercom leads become Salesforce leads, with one line on what each person asked in chat.
Intercom + Salesforce integration
Combine Intercom + Salesforce and move customer conversations into Salesforce, or CRM data into Intercom. Just ask Letaido's AI agent and watch it do the work.
Best Intercom and Salesforce integration jobs to start with
Use this Intercom Salesforce integration to add leads, create follow-ups and share customer context.
Every day at 8am
Intercom buying questions as Salesforce tasks
Every morning, yesterday's Intercom questions about pricing, upgrades or demos become Salesforce follow-up tasks for each record owner.
Every Monday at 8am
Support history on closing Salesforce deals
Every Monday, log a summary of recent Intercom chats on open Salesforce opportunities that close in the next 7 days.
Every hour
Salesforce owner and status on Intercom contacts
Copy the Salesforce owner, lead status and account of recently changed leads and contacts to matching Intercom contacts every hour.
When you ask
Call brief from Salesforce and Intercom
Ask before a customer call and get the Salesforce account, owner and open opportunities, plus what its contacts raised in Intercom lately.
Intercom Salesforce integration options, compared
Intercom's Salesforce app keeps fields in step. Leta reads the chats and writes the follow-up.
| Option | New leads into Salesforce | What they asked, on the lead | Tasks from buying questions | Support history on deals | Salesforce owner in Intercom |
|---|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes | Yes |
| Intercom's Salesforce app | Yes | Partly | Partly | Partly | Yes |
| Zapier | Yes | Partly | Partly | Partly | Yes |
Read the full comparison
| Option | Direction | How a run begins | Good at | Keep in mind |
|---|---|---|---|---|
| Letaido AI agent | Either way, one job at a time | A schedule, or when you ask | Reading conversations and writing what matters: new leads with what they asked, follow-up tasks for owners, support summaries on deals closing soon, Salesforce owner and status on Intercom contacts | No live sync: neither app has event triggers in Letaido, so jobs run on a schedule or when you ask. Intercom attributes must exist before Leta fills them |
| Intercom's Salesforce app | Both ways, per mapped field | Changes in Intercom sync right away; Salesforce is checked every 5 minutes | Mapped lead and contact fields kept in step, Salesforce data in the Intercom inbox, leads created from chats, conversations sent as tasks, cases from conversations, conversation activity attached to a qualifying open opportunity | On Intercom's Advanced and Expert plans. Automatic sync follows record changes. Manual bulk sync updates mapped leads and contacts, not accounts. Tags and events can't be mapped. Needs a Salesforce edition with API access. Conversations sent to Salesforce are related to an open opportunity as activities only if the contact has a role on it, and not when there are several open opportunities. It attaches conversations, not a summary of recent support history |
| Zapier | One Zap per direction | An Intercom event like a new lead, user or conversation, or a Salesforce record change | Ready-made templates: Salesforce contacts from new Intercom users or leads, Intercom users from new Salesforce leads, Intercom tags from Salesforce field changes | Salesforce is a Premium app on Zapier. Each Zap repeats fixed steps and uses tasks from your Zapier plan. Support history on deals needs a workflow you configure with lookup and summary steps, such as Intercom's New AI Summary trigger, API requests and AI summarization |
Intercom and Salesforce: the old way vs. Letaido
- 1Export yesterday's leads
- 2Search each one in Salesforce
- 3Create the missing leads
- 4Read each chat
- 5Paste what they asked
Every morning at 8am, take the leads created in Intercom yesterday that have an email. Skip anyone who is already a Salesforce lead or contact. Create the rest as Salesforce leads with their name, email, phone, Lead Source 'Intercom', and one line in the Description on what they asked in Intercom chat.
Leads, tab Created today
Nora Quinn, [email protected], Intercom
Ravi Mehta, [email protected], Intercom
How Intercom and Salesforce jobs start
On a schedule
Saved as an automation, like these jobs: every day at 8am, every Monday at 8am or every hour. Neither app sends events to Letaido.
When you ask
Ask in chat; Leta picks from 234 actions.
How to set up the Intercom Salesforce integration
-
1Paste an Intercom access token
-
2Connect with Salesforce after a one time admin setup
-
3Approve the first Salesforce run
Allow all read operations once per app; approve each kind of write once.
-
4Watch the first run in chat
-
5Pick a schedule
Every Intercom and Salesforce action the agent can take
Intercom
14 groups: 83 reads, 84 writes
- Read and search contacts
- Read and search conversations
- Manage AI and internal content
- 11 more
List data attributes · List subscription types · Detach tag from conversation · Get company
Salesforce
12 groups: 42 reads, 25 writes
- Manage approval processes
- Use list views
- Explore org schema and metadata
- 9 more
Get report instance · Get dashboard status · List report types · Query all
Frequently asked
Does Intercom integrate with Salesforce? +
Yes. Intercom's Salesforce app syncs mapped fields and shows Salesforce data in the inbox, on Intercom's Advanced and Expert plans. Letaido adds an AI agent, Leta, that reads your conversations and writes the follow-up in Salesforce: new leads with what they asked, tasks for owners and support summaries on deals.
How do I connect Intercom and Salesforce to Letaido? +
Paste an Intercom access token, then connect Salesforce after a one time admin setup. Describe the job in chat, or paste a prompt from a job on this page.
Which Salesforce editions work with Letaido? +
Any Salesforce edition with API access.
Is there a live sync between Intercom and Salesforce? +
No. Neither Intercom nor Salesforce sends events to Letaido, so jobs run on a schedule, such as every day at 8am, or when you ask. For field-by-field sync, Intercom's own Salesforce app is the better fit.
What if a lead is already in Salesforce? +
The lead job skips anyone who is already a Salesforce lead or contact and counts them in the run summary. Their records stay as they are.
Can Salesforce data show up in Intercom? +
Yes. One job copies the Salesforce owner, lead status and account onto matching Intercom contacts every hour, so support sees who owns each person in sales. Create the three Intercom attributes first; nobody new is created in Intercom.
Do I have to approve changes in Salesforce? +
Allow all read operations once per app; approve each kind of write once.
Put Intercom and Salesforce to work today
Connect Intercom and Salesforce, then ask for a job like "Add yesterday's Intercom leads to Salesforce every morning". Leta gets it done on your schedule, or the moment you ask.
Get Letaido