Automatically create Salesforce cases from conversations in Intercom 🚀

Keep your support team operating efficiently by automatically creating or updating Salesforce cases from your Intercom conversations! 🙌

Use Intercom rules, actions, and triggers to create an almost endless number of powerful workflows to automate how your cases are created or updated. This includes:

• Custom Bot and Resolution Bot actions
• Inbox automation rules
• The Conversation Closed / Open global triggers

This new update also lets you:

• Set a default Case Record Type, allowing you to control what Case Record Type to use when automatically creating a case.
• Use new mapping options to customize what attributes are automatically sent from conversations in Intercom to cases in Salesforce.
• Review failed sync attempts in the Sync Errors Tab area of the app settings panel to gain greater transparency on the status of your integration and better context to triage potential issues.

Here is a link to our help document that explains how to implement automatic case creation.