Intercom and Salesforce integration and automation

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Here are just a few of the benefits of automating your sales processes:

  • Sync your sales-ready users to Salesforce
  • Personalize your Intercom campaigns with sales data
  • See the data that matters

Call Us At +1 (415) 418-3570



Sync your sales-ready users to Salesforce

All of your user data is Intercom, but who should be prioritised as leads? Create smart Intercom segments based on data like employee counts, and sync that segment to Salesforce within minutes.

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Personalize your Intercom campaigns with sales data

With sales & marketing working out of different tools, data silos can quickly emerge. Syncing sales data from Salesforce to Intercom makes it easy for your marketing team to personalize accordingly, and in some cases - exclude people from email campaigns entirely.

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See the data that matters

Pass key user events & attributes into Salesforce, so your sales team are fully aware of who they're speaking to, and what they've done in your app.

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Deciding to work with Tray.io was a no-brainer. The team members at Tray were willing to get on the phone with us right away and figure out a solution. They were incredibly helpful from the very beginning.

Julie Hildenbrand

Manager of Strategic Business Initiatives

Integrate Intercom and Salesforce With These Connectors And More

About Tray.io
Tray.io is the API integration and automation platform for business. Turn your team into citizen automators.
Call Us At +1 (415) 418-3570
If you would like to talk to us immediately about your automation requirements then please give us a call.

Get A Demo

1:1 with a Tray product expert

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