Salesforce & Intercom
Automate your workflow 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.
Salesforce
Intercom
Salesforce
Intercom
Salesforce & Intercom
Automate your workflow 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.
No-Code API Actions
Executable API actions
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 calendar event is created
  • When a calendar event is updated
  • When a calendar event is deleted
  • 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)
  • When a Contact (User) Is Created or Updated (Webhook Trigger)
Automation operations
  • Get Lead records
  • Update Lead Records
  • Create Lead Record
  • Search Lead Records
  • Get Latest Lead Record
  • Get Account records
  • Update Account records
  • Create Account Record
  • Search Account Records
  • Get Opportunity Record
  • Update Opportunity records
  • Create Opportunity Record
  • Search Opportunity Records
  • Get Contact Record
  • Update Contact records
  • Create Contact Records
  • 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 Record
  • Log Activity on Contact
  • Create To-Do on Lead
  • Create ToDo on Account Object
  • Create Task on Opportunity
  • Create Task on Contact
  • Log Activity 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 Person
  • Add Email Message to Custom Object
  • Log Activity on a Custom Object
  • Create To-Do on a Custom Object
  • Log Activity on Custom Object
  • Get Content Document IDs Associated with a Record
  • Get Latest Content Version ID
  • Download Files
  • Get Contract Record
  • Update Contract records
  • Create Contract Object 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
  • Get File Name
  • Get Email Messages
  • Search records using SOQL
  • 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
  • List conversations
  • Retrieve conversation
  • Assign a teammate or team to a conversation
  • List teams
  • List workspace admins
  • Create ticket
  • Create ticket type
  • Update ticket
  • Get ticket
  • Add note to contact
  • Create message
  • List articles
  • Retrieve an article
  • Create an article
  • Update an article
  • Send an event
  • Import a data source via URL
  • Search articles
  • Search tickets
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
  • When a calendar event is created
  • When a calendar event is updated
  • When a calendar event is deleted
Flowbot actions
  • Get Lead records
  • Update Lead Records
  • Create Lead Record
  • Search Lead Records
  • Get Latest Lead Record
  • Get Account records
  • Update Account records
  • Create Account Record
  • Search Account Records
  • Get Opportunity Record
  • Update Opportunity records
  • Create Opportunity Record
  • Search Opportunity Records
  • Get Contact Record
  • Update Contact records
  • Create Contact Records
  • 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 Record
  • Log Activity on Contact
  • Create To-Do on Lead
  • Create ToDo on Account Object
  • Create Task on Opportunity
  • Create Task on Contact
  • Log Activity 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 Person
  • Add Email Message to Custom Object
  • Log Activity on a Custom Object
  • Create To-Do on a Custom Object
  • Log Activity on Custom Object
  • Get Content Document IDs Associated with a Record
  • Get Latest Content Version ID
  • Download Files
  • Get Contract Record
  • Update Contract records
  • Create Contract Object 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
  • Get File Name
  • Get Email Messages
  • Search records using SOQL
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)
  • When a Contact (User) Is Created or Updated (Webhook Trigger)
Flowbot actions
  • 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
  • List conversations
  • Retrieve conversation
  • Assign a teammate or team to a conversation
  • List teams
  • List workspace admins
  • Create ticket
  • Create ticket type
  • Update ticket
  • Get ticket
  • Add note to contact
  • Create message
  • List articles
  • Retrieve an article
  • Create an article
  • Update an article
  • Send an event
  • Import a data source via URL
  • Search articles
  • Search tickets
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.
Explore apps
templates
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.
Explore apps
templates


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.
Explore apps
Salesforce
templates

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.

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.

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.
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.
Explore apps
Intercom
templates

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, 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.

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.
Explore more with Salesforce
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