Why It Matters
Sales and support teams often talk to the same users—but with different tools. When Salesforce holds your pipeline and Intercom holds your conversations, the disconnect slows you down.
One View, Smarter Conversations
By syncing Intercom and Salesforce, reps and agents gain full visibility: who the user is, what they’ve purchased, where they sit in the funnel—and how to help them.
Faster Action, Tighter Loops
Create leads or cases from Intercom chats. Update CRM records based on live chat behavior. Trigger journeys or alerts automatically—no copy/paste, no manual work.
Existing Solutions and APIs
Intercom provides REST APIs for users, conversations, events, and tags. Salesforce offers AppExchange integrations and supports programmatic access through Flow, Apex, and Platform Events.
Native Intercom Salesforce apps exist, but often lack flexibility—custom field mappings, logic branching, or deep user tracking usually need custom dev.
Standard Apps or Custom Workflows? We Build Both
At Success Craft, we connect Intercom and Salesforce in ways that actually match how your team works.
Want to create or enrich Leads in Salesforce from Intercom chat? Easy.
Need to show Salesforce deal stage or subscription plan inside Intercom? Done.
Looking to trigger NPS flows or alerts based on user segments across both systems? We’ve built that.
We tailor integrations to your support flow, your sales model, and your internal stack.
Proven Results with Intercom and Salesforce
Case Study 1: SaaS User Enrichment
A SaaS company used Intercom for onboarding and support. We built a workflow that pushed Intercom engagement data into Salesforce leads and contacts, including tags and last interaction.
Outcome: Sales had full visibility into behavior before a call, resulting in more relevant outreach and higher conversion.
Case Study 2: Support Escalation Automation
A tech firm needed to trigger Salesforce Cases when support chats hit certain keywords or time limits. We built logic that monitored Intercom chat events and synced escalations.
Outcome: Reduced time-to-resolution by 40%, better SLA tracking, and clearer team accountability.
Case Study 3: In-App Messaging Based on CRM Data
A subscription business wanted to send Intercom in-app messages based on Salesforce lifecycle stages. We created a custom sync that mirrored Opportunity status and churn risk data.
Outcome: Higher upsell conversion, proactive retention messaging, and more cohesive lifecycle marketing.
Let’s Connect Data with Dialogue
Success Craft builds Intercom + Salesforce integrations that keep communication human—without losing structure. No more scattered chats or data silos. Just context, automation, and clarity. Let’s make it work for your team.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland