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No Code Salesforce and Intercom Integration

Blog in Salesforce integration

Strong customer relationships are more vital than ever. The volume and nature of internet commerce and increased client demands make establishing and maintaining those ties…

AppStore, Business Data, Campaign Targeting, Case Owner, Contact Details in Salesforce

Apphienz Nov 29, 2022

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Perks of Salesforce and Intercom Integration

Easily send leads and conversations to Salesforce

Create leads automatically

Create leads with one click

Automatically generate tasks from the dialogue

Keep Salesforce up to date

Using Salesforce data, initiate lead nurturing initiatives

Conversations are automatically routed to the relevant teams

Get a detailed picture of every lead's path

Create and manage cases automatically

Integration Process

Access Lead or User's Salesforce Data from Inbox

Leads integration with Intercom and Salesforce

By following these steps, you can create a Salesforce Lead by hand

Send Conversations as Tasks Using the Intercom and Salesforce Integration

Create a Salesforce case based on Intercom conversations.

Follow these steps to create a new case for contact in Salesforce

Intercom Using Salesforce Data in Intercom through Integration