Salesforce
 with
Intercom
 -
Automate Operations Instantly!
With Yoom, anyone can easily integrate Salesforce and Intercom without any code! For example, when a lead is registered in Salesforce, you can create a contact in Intercom. Start by trying out the convenient templates to integrate Salesforce and Intercom right away.
Start Automating for Free!
Salesforce
Intercom
Salesforce
Intercom
Salesforce
 with
Intercom
Automate operations using it right away!
With Yoom, anyone can easily integrate Salesforce and Intercom without any code! For example, when a lead is registered in Salesforce, you can create a contact in Intercom. Start by trying out the convenient templates to integrate Salesforce and Intercom right away.
API actions—no coding required!
Executable API actions
All
 Salesforce
Salesforce
 Intercom
Intercom
Automation triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    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)
    When a ticket's status is updated (Webhook trigger)
    When a contact (lead) is created or updated (Webhook trigger)
Automation actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatter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 Chatter
    Post to Custom Object Chatter
    Chatter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 Role
    Assign 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 Chatter
    Add User to Chatter Group
    Reply to Conversation
    Create Contact
    Get Contact
    Search Contacts
    Get Latest Message in Conversation
    Add article translation
    Update contact
    Delete contact
    Create or update company
    Search companies
    Retrieve a company
    Create or update a tag
    Tag or untag companies
    Add a tag to a contact
    Remove a tag from a contact
    Delete tag
    List contacts
    Create conversation
    List conversations
    Get conversation
    Assign a conversation to an admin or team
    Get team list
    Get workspace admin list
    Create ticket
    Create ticket type
    Update Ticket
    Get Ticket
    Add Note to Contact
    Create Message
    List Articles
    Retrieve article
    Create article
    Update article
    Send event
    Import a data source via URL
    Search Help Center articles
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatter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 Chatter
    Post to Custom Object Chatter
    Chatter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 Role
    Assign 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 Chatter
    Add User to Chatter Group
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)
    When a ticket's status is updated (Webhook trigger)
    When a contact (lead) is created or updated (Webhook trigger)
Flowbot actions
    Reply to Conversation
    Create Contact
    Get Contact
    Search Contacts
    Get Latest Message in Conversation
    Add article translation
    Update contact
    Delete contact
    Create or update company
    Search companies
    Retrieve a company
    Create or update a tag
    Tag or untag companies
    Add a tag to a contact
    Remove a tag from a contact
    Delete tag
    List contacts
    Create conversation
    List conversations
    Get conversation
    Assign a conversation to an admin or team
    Get team list
    Get workspace admin list
    Create ticket
    Create ticket type
    Update Ticket
    Get Ticket
    Add Note to Contact
    Create Message
    List Articles
    Retrieve article
    Create article
    Update article
    Send event
    Import a data source via URL
    Search Help Center articles
Tab 1
Tab 2
Tab 3
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
Salesforce
 &
Intercom

Automate Your Everyday Tasks
Salesforce
 &
Intercom
Let's automate our daily work by linking
Explore templates and apps to boost productivity!
Here are templates and related apps that are useful for improving work efficiency!
Salesforce
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 details
Templates
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
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BetterContact
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Bigin by Zoho CRM
Bigin by Zoho CRM
Bird
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Bitrix24
Bitrix24
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Intercom
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 details
Templates
Intercom HubSpot
When a new conversation is created in Intercom, add a note to the contact in HubSpot.
Try it
See details Try it
Intercom HubSpot
When a new conversation is created in Intercom, add a note to the contact in HubSpot.
Intercom Asana
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
Try it
See details Try it
Intercom Asana
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
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Salesforce
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.
Learn more
Salesforce
Templates
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
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.
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
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.
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Salesforce Notion
Add lead information registered in Salesforce to Notion.
Try it
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.
See details Try it
Salesforce Notion
Add lead information registered in Salesforce to Notion.
Similar apps
21st Century AI Credit Screening Circuit
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Agendor
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Amptalk Analysis
Amptalk Analysis
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Attio
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Axonaut
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Bigin by Zoho CRM
Bigin by Zoho CRM
Bird
Bird
Bitrix24
Bitrix24
Call Connect
Call Connect
Capsule
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Intercom
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.
Learn more
Intercom
Templates
Intercom HubSpot
When a new conversation is created in Intercom, add a note to the contact in HubSpot.
Try it
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.
See details Try it
Intercom HubSpot
When a new conversation is created in Intercom, add a note to the contact in HubSpot.
Intercom Asana
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
Try it
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.
See details Try it
Intercom Asana
When a new conversation is created in Intercom, add the conversation information as a task in Asana.
Intercom Slack
Notify in Slack when a user replies in Intercom
Try it
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.
See details Try it
Intercom Slack
Notify in Slack when a user replies in Intercom
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JustCall
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Salesforce
 Blog Posts
[Easy Setup] How to Automatically Create Quotes Using Salesforce Data
Discover numerous ways to automate quote creation with Salesforce data! Boost your work efficiency with Outlook, chat, and storage integration. Experience the automation flow in as little as 30 seconds!
[Simple Setup] How to Automatically Create Contracts Using Salesforce Data
Let's automate contract creation using Salesforce data! This is recommended for those who find manual entry and large amounts of data writing challenging. In this article, we explain the automation method using the no-code tool Yoom, complete with images. Streamline tedious tasks and make your work more efficient and comfortable.
[No Programming Required] How to Automatically Send and Forward Data in Outlook
"Sending data with Outlook is a hassle..." Solve this problem! Easily automate the sending of data from forms and chat tools, significantly boosting work efficiency. No programming required, and anyone can easily implement this flow creation method.
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Intercom
 Blog Posts
How to Auto-Generate Response in Intercom with Dify and Share Them in Slack
In this article, we’ll guide you through the process of how to integrate Intercom, Dify, and Slack to automatically generate response content in Dify and share through Slack whenever a new conversation is created in Intercom. This powerful integration allows you to automate responses and streamline communication, saving time and improving efficiency. Learn how to easily set this up with a no-code tool, Yoom.
See more articles
Integrate Any SaaS & AI Without Code
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Many customers, regardless of industry type or size, continue to transform their operations with Yoom.

O: Co., Ltd.
Yoom has significantly streamlined our critical verification tasks and processes, reducing the workload by at least 50%. This has allowed us to work effectively and dedicate more time to essential tasks, resulting in higher overall productivity.
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Mikata Co., Ltd.
After searching for a locally developed service with reliable customer support, we chose Yoom.
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Coconala Co., Ltd.
Although I've never written a program myself, creating workflows with no-code tools in Yoom was enjoyable, almost like playing a game.
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OniGo Co., Ltd.
By integrating different SaaS tools through Yoom, we automated data updates and cut our workload by half.
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Grocery Delivery Service
BEENOS CO., LTD.
Thanks to Yoom, most of our tasks have been streamlined. Now, all we need to do is input information into the forms created with Yoom and upload files to complete the process.
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E-commerce
Ito Co., Ltd.
The biggest advantage has been to be able to instantly share information digitally.
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Ceremonial Service
T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete after implementing Yoom.
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Accounting Firm
FreeDIVE Co., Ltd.
The time saved by using Yoom has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
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Mobile WiFi & Digital Solution Development
J-Stream Co., Ltd.
With Yoom, task status management became possible. Automated reminders and alerts are now sent in line with deadlines, significantly reducing the burden on team members.
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Video Production & Distribution
Boost Up Co., Ltd.
Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
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Fitness
Hiramatsu Construction Co., Ltd.
On a larger scale, if Yoom became more widespread, it could streamline operations for people across Japan, creating vast amounts of additional time.
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Construction
DD Group Co., Ltd.
Since adopting Yoom, our capabilities have increased, and we've received more inquiries from other departments asking, "Can we do this too?"
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Foodservice & Amusement Business
FAQs
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Can I use it even if I'm not an engineer?
It's possible. It has an intuitive GUI operation and can be easily configured without code.
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Our customer success team will provide support via chat, email, etc. from time to time.
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We have implemented multiple partner systems. Please contact us using the form below.
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©️ Yoom Inc.