When a new conversation is created in Intercom, register a lead in the Salesforce lead object.
When a new conversation is created in Intercom, register a lead in the Salesforce lead object.
Launch this workflow to connect
Intercom &
Salesforce
!
■Overview
This is a flow that registers a lead in the Salesforce lead object when a new conversation is created in Intercom.
■Recommended for
1. Those who want to immediately connect new conversations with customers to sales activities
・Customer support representatives
・Sales team leaders
2. Those who want to reduce manual lead registration and automate the process
・Owners of small and medium-sized businesses aiming for operational efficiency
・Those who want to speed up customer support and sales activities
3. Those who use Intercom and Salesforce on a daily basis
・Users who communicate with customers using Intercom
・Personnel managing leads using Salesforce
■Benefits of using this template
・You can reduce manual tasks and smoothly proceed to lead registration.
・Since conversation information and lead information are automatically linked, information sharing within the team can be done efficiently.
■Notes
・Please link both Intercom and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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About the Apps
Templates using
Intercom
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Salesforce
Templates using
Salesforce
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About the apps you use
Intercom
Yoom allows you to integrate with Intercom's API without any code, enabling the automation of various tasks. For example, when a reply from a user occurs in Intercom, notifications can be sent to Slack, Chatwork, and other platforms. Additionally, it is possible to synchronize Intercom's information with Yoom's database to consolidate information.
see detailsTemplates
This is a flow that adds a note to a Hubspot contact when a new conversation is created in Intercom. It centralizes the management of customer interaction history, improving consistency and efficiency in responses. It eliminates the need for manually adding notes, allowing for efficient information sharing.
When a new conversation is created in Intercom, add a note to the contact in HubSpot.
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
When a new conversation is created in Intercom, this flow adds the conversation information as a task in Asana. By automatically adding Intercom conversation information as Asana tasks, you can manage tasks more quickly.
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
This is a flow where a notification is sent to Slack when a user replies on Intercom. Automatic notifications of customer reply information eliminate the need for manual checks, improving operational efficiency. Integrating Intercom with Slack enhances business transparency.
Notify in Slack when a user replies in Intercom
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see detailsTemplates
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Add lead information registered in Salesforce to Notion.
No-Code API Actions
Executable API actions
Flowbot triggers
When a new conversation is created
When a new conversation is created or updated
When a user creates a new conversation (Webhook Trigger)
When a user replies in a conversation (Webhook Trigger)
When a new company is created (Webhook Trigger)
When a company is updated (Webhook Trigger)
When a contact (lead) is created (Webhook Trigger)
When a contact (lead) is updated (Webhook Trigger)
When a contact (user) is created (Webhook Trigger)
When a contact (user) is updated (Webhook Trigger)
When a contact is deleted (Webhook Trigger)
When a contact (lead) tag is created (Webhook Trigger)
When an event is created (Webhook Trigger)
When a company is deleted (Webhook Trigger)
When a contact (lead) tag is deleted (Webhook Trigger)
When a contact (user) tag is created (Webhook trigger)
When a contact (user) tag is deleted (Webhook trigger)
When a ticket is created (Webhook trigger)
Flowbot operations
Reply to conversation
Create Contact
Get a contact
Search contacts
Get latest message in conversation
Add translated article
Update contact
Delete contact
Create or update company
Search companies
Retrieve a Company
Create or Update Tag
Tag or Untag Companies
Add Tag to Contact
Remove Tag from Contact
Delete tag
List contacts
Create conversation
Flowbot triggers
When a new conversation is createdWhen a new conversation is created or updatedWhen a user creates a new conversation (Webhook Trigger)When a user replies in a conversation (Webhook Trigger)When a new company is created (Webhook Trigger)When a company is updated (Webhook Trigger)When a contact (lead) is created (Webhook Trigger)When a contact (lead) is updated (Webhook Trigger)When a contact (user) is created (Webhook Trigger)When a contact (user) is updated (Webhook Trigger)When a contact is deleted (Webhook Trigger)When a contact (lead) tag is created (Webhook Trigger)When an event is created (Webhook Trigger)When a company is deleted (Webhook Trigger)When a contact (lead) tag is deleted (Webhook Trigger)When a contact (user) tag is created (Webhook trigger)When a contact (user) tag is deleted (Webhook trigger)When a ticket is created (Webhook trigger)When a ticket's status is updated (Webhook trigger)When a contact (lead) is created or updated (Webhook trigger)When a Contact (User) Is Created or Updated (Webhook Trigger)
Flowbot operations
Reply to conversationCreate ContactGet a contactSearch contactsGet latest message in conversationAdd translated articleUpdate contactDelete contactCreate or update companySearch companiesRetrieve a CompanyCreate or Update TagTag or Untag CompaniesAdd Tag to ContactRemove Tag from ContactDelete tagList contactsCreate conversationList conversationsRetrieve conversationAssign a teammate or team to a conversationList teamsList workspace adminsCreate ticketCreate ticket typeUpdate ticketGet ticketAdd note to contactCreate messageList articlesRetrieve an articleCreate an articleUpdate an articleSend an eventImport a data source via URLSearch articlesSearch tickets
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact recordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch custom object recordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLMore inspiration for you
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