IntegrationIntercom integration made simple
Anyone can use the Tray Platform to easily build custom Intercom integrations that connect any data source in your tech stack. Our low-code workflow builder features an intuitive drag-and-drop interface. Now, business users can quickly stand up integrations between Intercom and the important tools they use every day, such as your CRM, helpdesk, marketing automation platform, customer data platform, and many more.
We make it simple to create your own Intercom API integration, without the need for IT support. The Tray Platform gives you the power to connect Intercom with any data source, including flat files such as CSVs, email, webhooks, or any other app, even working with data stored in custom fields.
After you engage website visitors with Intercom, you can increase engagement by building custom Intercom automation. Our platform makes it easy to build automated, multi-step workflows that flow data across your tech stack exactly where you need it. Using automation, you can increase conversions by combining chat with other messaging to build a more-robust customer journey.
AutomationIntercom automation for any use case
Our platform gives you the power to make real-time sales and customer chat even more valuable by using automation. Now, you can unlock the full value of the context-rich chat messages by using our Intercom connector to flow your chat data across all your go-to-market tools.
You can build any custom Intercom automation to bi-directionally flow and sync data anywhere. With our full library of pre-built connectors, data helpers, and custom logic operators, you can also customize your automated processes to meet your unique business needs.
Now, you can save hours of manual work and scale your chat, sales, and support processes with automation. We make it easy to sync chat logs and lead details across your CRM with campaigns in your marketing automation platform, or even log chat insights with customer data to create a more-holistic picture of your customer journey to power your growth strategy.
Use casesIntercom automation for power users
We built the Tray Platform to be easy enough for business users. However, our platform is robust enough to support heavy-duty data projects, and our elastic, serverless architecture scales to support your changing data needs.
Our platform’s flexibility also means that power users can build out automated workflows that manage sophisticated processes end-to-end. Need to unify data across Intercom and your CRM to create a single source of truth for messaging across the customer journey? Need to respond faster to high-value customer accounts by syncing helpdesk support tickets with Intercom? You can design, build, and automate any process, since our platform also integrates with popular services such as Salesforce, Zendesk, Slack, HubSpot, Segment, Shopify, Calendly, and many others.
IT and security experts trust the Tray Platform because of its enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with important data privacy policies such as GDPR, CCPA, and HIPAA.
Power usersAdvanced Intercom use cases for any team
Any business user can supercharge live chat engagement with Intercom integrations on the low-code Tray Platform. Anyone across your organization can rapidly stand up API-level integrations between any of their favorite SaaS tools to scale mission-critical processes.
You don’t need extensive technical support to build powerful, multi-step automation that solves any use case. Your customer support team can resolve IT issues faster by automatically creating tickets in response to customer issues on your chatbot. Your sales team can respond to opportunities with speed by routing hot prospects to sales reps in real-time. Or, your marketing team can drive conversions by responding to customer queries with personalized messages. The Tray Platform’s limitless flexibility empowers you to design Intercom automation for any unique business need.
Deeply connect Intercom and any data source in your tech stack to minimize manual work, massively improve productivity, and maximize revenue. There are endless possibilities with the Tray Platform.
SFDC + moreDynamic Intercom + Salesforce integrations
Streamline sales execution and win more deals with Intercom + Salesforce integrations. Using the low-code Tray Platform, you can deeply connect Intercom, Salesforce, and any data source to convert more leads, maximize sales productivity, and drive pipeline.
Freely flow data for chats, leads, opportunities, and accounts across any number of sources and build dynamic, automated workflows. Now, revenue teams can stand up Intercom + Salesforce automation to scale mission-critical sales processes. For example, you can intelligently gauge the quality of a lead on Intercom and route hot leads to your sales reps fast. You can automatically send personalized follow-up messages to warm leads to keep them engaged. Or you can send reminders to your sales team when they’re on call to accelerate response times.
Even if you don’t have extensive IT support, you can bi-directionally sync any tool in your revenue stack. Rapidly stand up Intercom + Salesforce integration and automation in minutes to minimize manual work, improve campaign performance, and drive revenue.
