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Is there an option to disconnect Lead syncing from Intercom to Salesforce?

  • February 7, 2024
  • 1 reply
  • 40 views

Can I tell Intercom to stop syncing Leads to Salesforce and only sync Contacts? Context is we have a SFDC integration with Calendly. We have Leads being submitted through Calendly then following to SFDC and assigning the applicable Lead Owner. The issue is that Intercom data will override the Calendly > SFDC data and will change the Lead Owner.

Best answer by Jacob Cox

Hi @Aly Grindall !

Lead syncing is the foundation of our SFDC integration, so it’s not currently possible to have it only sync Contacts. I’m happy to flag this as a Feature Request for our product team to consider though!

You can control what data is getting mapped to those Leads in the integration’s Settings menu in our App Store under the Sync Lead and Contact Data section.

You can also turn off the setting for respecting the Intercom Owner on Lead creation there as well under the Maintain Lead and Account Ownership section.

 

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Jacob Cox
Intercom Team
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  • Sr. Technical Support Engineer
  • 441 replies
  • Answer
  • February 11, 2024

Hi @Aly Grindall !

Lead syncing is the foundation of our SFDC integration, so it’s not currently possible to have it only sync Contacts. I’m happy to flag this as a Feature Request for our product team to consider though!

You can control what data is getting mapped to those Leads in the integration’s Settings menu in our App Store under the Sync Lead and Contact Data section.

You can also turn off the setting for respecting the Intercom Owner on Lead creation there as well under the Maintain Lead and Account Ownership section.

 


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