Hey @gemma b​, can you tell me a bit more about how you define the "main contact" for a company? You mentioned that you have a field in Salesforce, does this populate with an email address?

Hi Eric, that is correct, we have fields in Salesforce which would list the name, email, contact no. etc for the main contact of that company.

@gemma b​ your best option here would be to sync a custom Salesforce field within the "main" contact object with a custom attribute in Intercom.

For example, you would need a field in a contact object which specifies that this contact is the main contact. This could be a boolean true/false field, or a text field containing the value "Yes".

You would then sync this with a custom attribute in Intercom called, for example, main_contact.

Then, you can use this filter for your message audience rules.

Sure! To target specific customers within a company in Intercom based on Salesforce data, such as the main contact field, here's how you can proceed:

Firstly, in Salesforce, identify the field that denotes the main contact for each company record. This could be a custom field or a standard one like 'Main Contact' or 'Primary Contact'.

Next, ensure that your Salesforce sales data enrichment, including the main contact field, is synchronized with Intercom. You'll need to set up this synchronization using a suitable integration tool or custom development to maintain data consistency between the two platforms.

Once your Salesforce data is synced with Intercom, you can create segments based on this information. If 'main contact' isn't already a standard field in Intercom, create a custom attribute to hold this data. This attribute should be populated from the corresponding field in Salesforce during the sync process.