New at Intercom
Inbox

Get leads to the right reps faster by auto-assigning them to their account owners in Salesforce

Priyanka avatar
Shared by Priyanka • May 15, 2018


You can now set and sync account owners from Salesforce for every lead and user in Intercom. You can also set owners manually or automatically via our API. Check it out:

With this new feature you can:

  • Auto-assign new messages from leads and users to their account owners via Operator and assignment rules
  • Get alerts for all conversations started by accounts you own
  • Create a custom segment to see all accounts you own from the lead and user list
  • Easily message all accounts you own by using the “Owner” attribute when creating a message

To learn more, check out our doc here.