Salesforce and Intercom integration + automation

Salesforce and Intercom integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Intercom connectors, which can connect to any service without the need for separate integration tools.

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Intercom
Integrations

Powerful Intercom + Salesforce integrations

Engage leads faster and win more deals with custom Intercom + Salesforce integrations on the low-code Tray Platform. Any business user can deeply connect their chatbot, CRM, and any data source in minutes without needing extensive IT support.

Using our intuitive, 100% visual interface, you can stand up flexible integrations between any of your most essential tools with ease. You can connect any data source, including flat files (such as CSVs), FTP, webhooks, email, and any other cloud-based application, even using data within custom fields. Now, you can seamlessly flow data for chats, leads, opportunities, and accounts anywhere across your revenue stack.

Revenue organizations can also take advantage of custom Intercom + Salesforce automation to streamline sales execution and maximize sales pipeline. Bridge the gap between your prospects and sales team with powerful, multi-step workflows and speed up lead response times. With the Tray Platform, you can convert more leads, supercharge campaign performance, and scale mission-critical sales processes.

Salesforce and Intercom Connector Details

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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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Intercom

Intercom

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Triggers
Event webhookWebhook
Connector TypeTray Connector
Operations
Archive contactAssign conversationAttach contact to companyAttach contact to conversationAttach tag to contactClose conversationCreate conversationCreate message as adminCreate noteCreate/update companyDelete contactDetach contact from companyand 33 more...
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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
Sean Passanisi, Senior Manager, Sales and Marketing Operations
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