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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.

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Now you can trigger in-app messages based on a person's time on page to reduce interruptions and increase engagement. The time delay works for all in-app messages on web and can be customized down to the second. Simply set the time period that is right for your user experience when selecting the message channel. Learn more about sending in-app messages in our help docs.

et your visitors and users know that you’re there to help without disrupting their experience on your website. Now, when a visitor or user lands for the first time on any part of your website that has the standard Messenger launcher, a text bubble asking if they need help will slide out of the side of the launcher icon and disappear after a few seconds.
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For people who are unfamiliar with the Messenger or unaware that it’s available, this text bubble guides them to your Messenger home screen where they can self-serve or start a conversation.

To learn more about this feature, see our docs.

You can now use Messenger Apps in Operator’s follow-up actions based on qualification data you collect. You can send the Content Showcase app, Article Search, or Google Calendar Meetings app. This is in addition to our other follow-up actions including assignment, sending leads to Salesforce, or tagging them.

To learn more, check out our new docs page, and to get started, head to Operator's "Qualify leads" settings.

Operator can now automatically reply and close conversations based on qualification data you collect or simply send targeted content to hold leads over until you can respond.

Here are some ways you can use this feature:

• Send low value leads an invite to your next webinar or a discount to get started and close the conversation
• Send leads who aren’t ready to buy a link to sign-up for your newsletter and close the conversation
• Send valuable leads relevant content for their use-case to hold them over until you can reply yourself

Check out our docs for more information, or to get started, head to Operator's "Qualify leads" settings.

Operator can now ask new leads a customizable, multiple choice question to understand who they are or what they’re interested in, and then qualify them uniquely based on their answer.

Here’s some information we’ve seen our customers ask their leads:

• Which product or plan leads are interested in
• If their intended use is for business or personal
• Their business type: B2B or B2C

To learn more, check out our new docs page, and to get started, head to Operator’s "Qualify leads" settings.

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When responding to inbound conversations, you want to focus your time on the customers that matter most to your business. Now, you can control which users see your Messenger.
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You can show or hide the Messenger launcher based on user and company attributes, just like you can for visitors. For example, you can choose to make the launcher visible only to VIP customers.
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To learn more about how to customize your Messenger visibility, see our docs.

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Customize where your Messenger appears so that it fits seamlessly into your webpage or app screen's layout, avoids overlapping any crucial content, and makes it easy for leads and users to see and engage with your Messenger. You can align your Messenger to the right- or left-hand side of your webpage or app screen, and adjust how close your Messenger is to the sides and bottom of the window on desktop.

To learn more about how to customize your Messenger positioning, see our docs.

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When answering a user question you want to see all the customer’s relevant information. That’s why the Intercom inbox shows a profile next to every conversation, to give you the context and data needed to answer quickly, and be as helpful and personal as possible.

Now, it's even easier for you to give a great answer, right away, with notes in inbox profiles. The same note you or a teammate add to any customer profile, is now visible in the inbox to the right of every conversation, helping you give the best answer from the very beginning, speeding up work, and making your customers even happier.
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