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how to update Salesforce contacts monthly from intercom

  • June 15, 2022
  • 1 reply
  • 38 views
A

There is a list of users in intercom called Active. This list has active users last 30 days with more than 1 web session. can we monthly update the contacts on salesforce based on these? How do do it

Best answer by Daniel M15

Hey @alfia​! Daniel from Customer Support Engineering here 🔧 

 

Once you connect the Salesforce integration, data will start being synced between Intercom and Salesforce whenever a user or lead is updated. This will update the fields required by Salesforce to create a new lead record, which are mapped by default. You can read more about this in this article.

 

You can also choose exactly when to create or update a Salesforce case using Inbox rules.

Simply navigate to Inbox > Automation > Rules and open or create a new rule. Click on “Add action” and then select “Create case in Salesforce”. You can also read more about this here.

 

Hope this helps! 😁

1 reply

Daniel M15
Employee
  • Daniel M15Employee
  • Employee
  • 240 replies
  • Answer
  • June 17, 2022

Hey @alfia​! Daniel from Customer Support Engineering here 🔧 

 

Once you connect the Salesforce integration, data will start being synced between Intercom and Salesforce whenever a user or lead is updated. This will update the fields required by Salesforce to create a new lead record, which are mapped by default. You can read more about this in this article.

 

You can also choose exactly when to create or update a Salesforce case using Inbox rules.

Simply navigate to Inbox > Automation > Rules and open or create a new rule. Click on “Add action” and then select “Create case in Salesforce”. You can also read more about this here.

 

Hope this helps! 😁

Daniel McGovern, Customer Support Engineer @ Intercom


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