--- title: "Connect Intercom and Salesforce - APIANT.ai" description: "When \"New conversation\" fires in Intercom, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/intercom-to-salesforce" --- # Connect Intercom and Salesforce When **New conversation** fires in [Intercom](https://apiant.ai/connections/intercom), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Create contact** in Intercom. Describe the whole flow and it is built, tested on every scenario and kept running. Intercom **4** triggers Intercom **30** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Intercom and Salesforce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Running Salesforce and Intercom together means support sees CRM context and sales sees what customers are asking. Connecting them lets a new Intercom conversation or ticket look up the matching Salesforce record and write a Case, while new Leads and Account changes in Salesforce show up as contacts and companies in Intercom. Example flows ## What Intercom and Salesforce can do together ### From Intercom to Salesforce - When **New conversation** in Intercom then **Create object record** in Salesforce - When **New or updated contact** in Intercom then **Find object records** in Salesforce ### From Salesforce to Intercom - When **New object record** in Salesforce then **Create contact** in Intercom - When **New or updated object record** in Salesforce then **Add note to contact** in Intercom Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Intercom and Salesforce ## Triggers and actions 6 triggers · 39 actions - Trigger **New company** Fires when a new company is created. - Trigger **New conversation** Polls for conversations, most recently updated first. Fires for each new conversation. - Trigger **New or updated contact** Polls for contacts, most recently updated first. Fires for each new or updated contact. - Trigger **New ticket** Fires when a new ticket is created. - Action **Add company** Create (or upsert) a company in Intercom. - Action **Add note to contact** Adds a note to the specified contact as the specified admin. - Action **Add note to conversation** Adds an internal note to the specified conversation as an admin. - Action **Add tag to contact** Attaches a tag to the specified contact. - Action **Add ticket** Create a support ticket. - Action **Assign conversation** Assigns the conversation to an admin or team. - Action **Close conversation** Closes the specified conversation. - Action **Create contact** Creates a new contact (role user or lead) in Intercom. - Action **Create message** Creates an admin-initiated email or in-app message to a contact. - Action **Delete company** Delete a company by ID. - Action **Delete contact** Deletes a contact by ID. - Action **Find admin by email** Fetches an admin's details. Lists all admins; match by email. - Action **Find contact by email** Searches contacts by email and returns matches. - Action **Find tickets** Search tickets by criteria. - Action **Get company** Retrieve a company by ID. - Action **Get contact** Fetches a contact's details by ID. - Action **Get conversation** Fetches a conversation's details by ID. - Action **Get ticket** Retrieve a ticket by ID. - Action **List companies** List all companies. - Action **List segments** List all segments. - Action **List tags** Lists all tags for the workspace. - Action **Open conversation** Opens (marks open) the specified conversation. - Action **Remove tag from contact** Detaches a tag from the specified contact. - Action **Send conversation reply** Sends a reply to the specified conversation as an admin. - Action **Snooze conversation** Snoozes the specified conversation until the given unix timestamp. - Action **Start conversation** Starts a new conversation with the specified contact. - Action **Track event** Submit a data event for a contact. - Action **Update company** Update an existing company. - Action **Update contact** Updates an existing contact specified by ID. - Action **Update ticket** Update an existing ticket. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connections/intercom) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Intercom - [ **Intercom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/intercom-to-hubspot) - [ **Intercom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intercom-to-slack) - [ **Intercom to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/intercom-to-stripe) - [ **Intercom to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/intercom-to-quickbooks-online) - [ **Intercom to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/intercom-to-pipedrive) - [ **Intercom to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/intercom-to-jira) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## Intercom and Salesforce, answered ### ### Can a conversation in Intercom find the right Salesforce record before anything is written? Yes. The agent can use Find object records in Salesforce to match a Contact by the email on the Intercom conversation, and only continue when a match comes back. It tests every scenario, including the case where no Salesforce record exists. ### ### How do Salesforce Accounts show up in Intercom? A new or updated Account record in Salesforce can be sent to Intercom with Add company, which creates or upserts the company, or with Update company when the Intercom company ID is known. Fields such as name and industry are carried across. ### ### What can start an automation from Intercom? Any of Intercom's 4 triggers in the catalog, including New conversation, New or updated contact, New ticket and New company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Intercom? Any of Salesforce's 9 actions, including Create object record, Find object records, Update object record and Find most recent created or updated record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to Intercom? Yes. When something happens in Salesforce, your agent can act in Intercom too. This page covers both directions: Salesforce's triggers and Intercom's actions are listed here as well. ### ### Do I have to build a connector for Intercom or Salesforce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Intercom and Salesforce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.