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Convert more leads by automatically sending conversations and data to Salesforce ⚡️

Mark avatar
Shared by Mark • June 18, 2018

Having your customer data across multiple tools can lead to lost sales opportunities. Using Intercom’s deep integration with Salesforce, you can be confident your sales team has all the context they need to convert more leads and increase revenue from more customers.

We’ve updated our Salesforce app to automatically send data between Intercom and Salesforce and make it even easier to keep your tools in sync. Now, you can:

  • Get a complete view of every lead or contact’s journey by automatically creating tasks in Salesforce from Intercom conversations.
  • Continue a sale right where you left off by automatically relating conversations to open opportunities in Salesforce.
  • Improve your advertising performance by mapping UTM parameters to Salesforce lead fields.
  • Get leads to the right reps faster by auto-assigning leads to their account owners in Salesforce.
  • Safely test the integration by installing it first on a Salesforce sandbox environment.

To learn more about the Salesforce app, see our docs.