How to integrate Salesforce with Intercom to register a specified customer from Salesforce as a contact in Intercom

Step 1: Connect My App with Salesforce and Intercom

First, register Salesforce and Intercom with My App to connect them to Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for Salesforce and Intercom respectively and proceed to the next screen.

For Salesforce:

・Once logged in, registration with My App is complete.
※ Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set with Flowbot will result in errors, so please be careful. Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
※ Please be careful not to use accounts linked with other services.

For Intercom:

・Enter the account name and access token, and click "Add" to complete the registration with My App.
※ The method to obtain the access token is explained on this help page.

3. Copy the template for connecting Salesforce and Intercom.

・Open the link below.

・Clicking "Try this template" will complete the copy.

Step 2: Chrome Extension Installation Setup

Next, set up the installation of the Chrome extension.

1. Select "My Projects" in the Yoom management screen and click "Register specified customers from Salesforce as Intercom contacts".
※The template title can be changed freely on the next screen.

2. Click "Install Extension".
※For more about Chrome extensions, please check here.

3. Click "Add to Chrome".

4. Clicking "Add Extension" completes the extension setup.

Step 3: Salesforce Trigger Setup

This flow can be triggered directly from Salesforce by using the Chrome extension as a trigger.

1. Click "Chrome Extension Trigger Launch from Account Object Record".

2. Confirm the account to be linked with Salesforce and click "Next".
※Other items are set by default.

3. Enter the My Domain URL and the launch page URL sample, then click "Test".
※Set the launch page URL sample to the page URL of the customer you want to register in Intercom. Details are explained on the help page.

4. If the test is successful, the information obtained from Salesforce will be retrieved in the output.
If there are no issues, save it.

Step 4: Intercom Setup

Finally, set up to register the information obtained from Salesforce as Intercom contacts.

1. Click "Create Contact to Integrate with App".

2. Confirm the account to be linked with Intercom and click "Next".
※Other items are set by default.

3. Set the information to be registered as a contact and click "Test".
※Select either user or lead for the contact type.
※For other items, click the frame and select from the output "Launch from Account Object Record". (Values are displayed in double brackets) This allows dynamic reflection of content that varies for each customer.
※Set the country code for the phone number (Japan is "+81"). If the phone number registered in Salesforce does not have a country code, directly enter the country code and then set the phone number from the output. (Input example: +81{{phone number}}) If there are multiple country codes for a customer, add the country code to the phone number in Salesforce.

4. If the test is successful, customer information will be registered as Intercom contacts.
If there are no issues, save it.

5. Turn the trigger ON.

6. When launching the flow, open the page of the customer to be registered in Intercom in Salesforce.
Then click the extension icon in the top right and select Yoom.

7. The created flow will be displayed, so click "Launch".

8. Clicking "Launch" will allow you to register the specified customer from Salesforce as an Intercom contact.

If you have any questions about the introduced flow, please check the help page.

Other Automation Examples Using Salesforce and Intercom

There are many other examples of automation using Salesforce and Intercom in Yoom, so here are a few.

1. Update Salesforce Contact Object When a New Conversation is Created in Intercom

When a new conversation is created in Intercom, the Salesforce contact object is automatically updated.
This integration makes it easier to keep track of the latest contacts and reduces the burden of managing them.
Additionally, it reduces manual work and is expected to improve the efficiency of the staff's tasks.

2. Register a lead in Salesforce's lead object when a new conversation is created in Intercom

When a new conversation is created in Intercom, you can automatically register a lead in Salesforce's lead object.
This integration saves the effort of lead registration and enables efficient customer service.
Additionally, it can prevent human errors during registration, improving the accuracy of lead information.

3. Notify Chatwork when a user replies on Intercom

You can automatically notify Chatwork when there is a reply from a user on Intercom.
This integration makes it easier to notice user replies, enabling prompt customer response.
Additionally, it reduces the effort of checking Intercom, allowing you to focus on other tasks.

Summary

Integrating Salesforce and Intercom can reduce manual work, prevent errors during registration, and ensure smooth information updates.
This integration will likely reduce manual registration tasks and improve operational efficiency.
Additionally, it enables accurate data management and is expected to strengthen inter-departmental collaboration.
The integration of Salesforce and Intercom can be achieved without coding by using Yoom.
By following the steps outlined in this article, you can easily implement it, so take this opportunity to enhance your business growth and competitiveness.