Freshsales Intercom
Integration + Automation

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Recorded Demo

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45 Minutes

Live Group Demo

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Every Thursday, 10am PT / 30 minutes

Personalized 1:1 Demo

Tailored walk-through

Flexible with your schedule
Freshsales
+
Intercom

Freshsales and Intercom Solutions

Uses

Sales, All

Business professionals that want to integrate Freshsales with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Freshsales support for ensured success

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations
Freshsales

Freshsales

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create contact

Create cti phone call

Create lead

Create manual call

Create sales account

Intercom

Intercom

Connection Type

Service connector Tray Connector

Triggers

Event webhook

Webhook

Operations

Count users

Create export job

Create lead

Create message

Create note

Automation Templates

The Tray Platform has connectors for IntercomSalesforce logo

Enrich Salesforce Leads & Contacts with Intercom Data when Users in Intercom Are Updated

The Tray Platform has connectors for IntercomSlack logo

Send Notifications via Slack when Support Tickets Are Forgotten in Intercom

The Tray Platform has connectors for IntercomClearbit logo

Enrich new Intercom Users with Clearbit

The Tray Platform has connectors for IntercomSalesforce logo

Enrich Salesforce Leads with Intercom Data when Leads are Saved

Salesforce logoThe Tray Platform has connectors for Intercom

Sync Salesforce People & Company Data to Intercom Users & Leads

The Tray Platform has connectors for IntercomSalesforce logo

Enrich Salesforce Contacts with Intercom Data when Contacts are Saved

The Tray Platform has connectors for IntercomSalesforce logo

Sync Targeted Intercom Users into Salesforce as Leads

Segment logoThe Tray Platform has connectors for Intercom

Automatically Tag Users in Intercom when Specific Segment Events are Tracked

Clearbit logoThe Tray Platform has connectors for Intercom

Bulk Enrich Existing Intercom Users with Clearbit

Salesforce logoThe Tray Platform has connectors for Intercom

Bulk Enrich All Existing Salesforce Leads & Contacts with Intercom User Data

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access