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How do I change users to companies?

  • 16 May 2024
  • 1 reply
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We have the Salesforce app, and all our clients have accounts in Salesforce, but you can only sync data to salesforce accounts via companies. 

All our contacts in intercom are either leads or users. So how do convert users to companies in order to sync data?

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Best answer by Joseph G11 28 May 2024, 15:23

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Hey @Cassandra D12 It’s not possible to convert a user/lead/contact to a Company for the purpose of syncing them across via Salesforce.

I would have to recommend that you attach a Company to a user/lead/contact in Intercom in order to sync data from that company to Accounts in Salesforce. 

 

The mapping is in place for Company > Accounts because we felt those entities best aligned with one another! 

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