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Intercom and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Intercom and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Intercom and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Intercom and Salesforce, Albato is the way to go!

Build smart, no-code workflows with Intercom and Salesforce using triggers, actions, and AI logic—automate any process in minutes.

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Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Salesforce and Intercom integration

In Intercom and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 17

The Lead tag has been added

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Delete record

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Update record

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Actions 41

Find contact

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Send a message/email to a contact

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Create a record

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Delete a record by ID

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Intercom to Salesforce

Create powerful Intercom integration with Salesforce in just a few simple steps.

STEP 1

Connect Intercom to Salesforce

Log in to Albato, select Intercom and Salesforce, and follow the quick setup steps—no coding required. Integrate Intercom with Salesforce with just a few clicks!

STEP 2

Build a workflow for your Intercom and Salesforce integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Intercom and Salesforce. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Intercom + Salesforce integration and access all premium features.

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Albato simplifies the integration between Intercom and Salesforce, enabling seamless data flow and enhanced customer relationship management. Albato is a platform that makes it easy to automate workflows and connect different applications, thanks to its intuitive automation builder. Users can effortlessly set up triggers, which are events that kick-start an automation, and actions, the corresponding tasks that follow these triggers. For instance, in an Intercom to Salesforce integration, you might configure a trigger in Intercom such as "Create user/lead" whenever a new user signs up or shows interest. This action could correspond to creating or updating a record in Salesforce, such as "Create a lead" or "Create a contact." This ensures that every potential customer interacting through Intercom is automatically recorded and tracked in Salesforce for further engagement and follow-up. This Intercom and Salesforce integration streamlines customer data management and optimizes sales processes, ensuring no lead slips through the cracks.

Salesforce integration with Intercom

Intercom

Enhance your customer service capabilities by integrating Intercom with Albato, connecting it to over 1,000+ popular applications. This integration, powered by Intercom's API, allows for seamless automation and connectivity with platforms like Slack, Typeform, Mailchimp, and Salesforce. Actions such as finding companies, creating data attributes, managing tags, and updating user or lead information can be automated, streamlining your customer interaction processes. With Albato, you can automate the addition of events, creation and updating of companies, and more, ensuring your customer service solution is as efficient and responsive as possible. This integration not only simplifies workflow but also enhances the customer experience, making it a valuable tool for any business looking to improve its customer service operations.

Salesforce

Leverage Albato to integrate Salesforce with over 1,000+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Intercom

Intercom

5 min. read

Transform Your Customer Service: Intercom Automations Using Albato

In this article, you will learn how you can automatically create a conversation in Intercom for each customer who submits a survey response, with Albato.

Frequently asked questions about Intercom and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Intercom and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Intercom and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Intercom and Salesforce, Albato is the way to go!

Does Intercom integrate with Salesforce on the free plan?

Yes, you can integrate Intercom with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Intercom integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Intercom Salesforce integration at no cost.

How to connect Salesforce to Intercom for scheduled syncs?

To sync Salesforce with Intercom on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Intercom integration with Salesforce seamless and tailored to your specific needs.

Does Intercom integrate with Salesforce in real time?

Yes, Intercom integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Intercom integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Intercom and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Intercom, ensuring your workflows operate according to your requirements.

How to connect Intercom to Salesforce?

Setting up an integration between Intercom and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Intercom and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Intercom (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Intercom and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Intercom and Salesforce, automating your workflows and saving you time.

How to connect Intercom to Salesforce to sync historical data?

To sync Intercom with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Intercom, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Intercom for two-way synchronization?

To integrate Salesforce with Intercom for two-way synchronization, Albato uses a system of triggers and actions. You can link Intercom to Salesforce by setting up two separate automations. The first automation sent data from Intercom to Salesforce. For instance, when a record is created or updated in Intercom, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Intercom when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Intercom integration and keeps your data consistent across both platforms.

Build your automation for free!

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Intercom and Salesforce integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Salesforce and Intercom integration

The Lead tag has been added

New Unsubscription

Delete record

Update record

Find contact

Send a message/email to a contact

Create a record

Delete a record by ID

What users say about Albato

How to Connect Intercom to Salesforce

Connect Intercom to Salesforce

Build a workflow for your Intercom and Salesforce integration

Map your data

How does the integration with Intercom and Salesforce works in Albato?

Salesforce integration with Intercom

Intercom

Salesforce

Learn how to connect Salesforce to Intercom

Transform Your Customer Service: Intercom Automations Using Albato

Frequently asked questions about Intercom and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Intercom and Salesforce?

Does Intercom integrate with Salesforce on the free plan?

How to connect Salesforce to Intercom for scheduled syncs?

Does Intercom integrate with Salesforce in real time?

How to connect Intercom to Salesforce?

How to connect Intercom to Salesforce to sync historical data?

How to connect Salesforce to Intercom for two-way synchronization?

Build your automation for free!