Intercom Automation

How to connect Intercom to Salesforce

Stop dealing with scattered customer support context. This guide shows you how to automatically Update Opportunity in Salesforce whenever New Conversation happens inside Intercom.

Intercom
Intercom
Trigger
→
Salesforce
Salesforce
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you automated VIP issue escalation. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Intercom as the first module.

  2. 2

    Configure the trigger

    Select New Conversation inside Intercom. Authorize your account and set any filters you need.

  3. 3

    Add the Salesforce action

    Choose "Update Opportunity" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.