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Hello, I am looking to integrate intercom -> salesforce but would like customer's query to appear as a unique Case in salesforce and not a lead. Is this possible? Many thanks.

  • April 1, 2021
  • 1 reply
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Hello, I am looking to integrate intercom -> salesforce but would like customer's query to appear as a unique Case in salesforce and not a lead. Is this possible? Many thanks.

Best answer by Roy

Hello @tauren​ 👋,

 

Actually, Intercom sends every new conversation as a task in Salesforce (Please, take a look at the following article).

 

If you still want to create a case for every new conversation, you should use Zapier for that:

Zap - Intercom New conversation <> Salesforce New Record (New Case)

SalesforceTo create the following Zap, please, follow this URL: https://zapier.com/apps/intercom/integrations/salesforce/p>

 

I can record a quick video tutorial for you as well, just let me know.

 

Have a great day 😇

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  • April 2, 2021

Hello @tauren​ 👋,

 

Actually, Intercom sends every new conversation as a task in Salesforce (Please, take a look at the following article).

 

If you still want to create a case for every new conversation, you should use Zapier for that:

Zap - Intercom New conversation <> Salesforce New Record (New Case)

SalesforceTo create the following Zap, please, follow this URL: https://zapier.com/apps/intercom/integrations/salesforce/p>

 

I can record a quick video tutorial for you as well, just let me know.

 

Have a great day 😇


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