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.

Popular Salesforce and Intercom integrations

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Salesforce and Microsoft Tea...

The Tray Platform has connectors for Intercom

Intercom and HubSpot

Salesforce and Zoom

Intercom and Asana

Salesforce and Airtable

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Intercom and ServiceNow

Salesforce

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Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update, On Apex trigger (advanced)Show all

Operations

On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update, On Apex trigger (advanced)Show all

See documentation >

Intercom

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Uses

All

Category

Customer Success and Support

Connector type

Tray Connector

Triggers

None

Operations

Archive contact, Assign conversation, Attach contact to company, Attach contact to conversation, Attach tag to contact, Close conversation, Create contact, Create conversation, Create message as admin, Create noteShow all

See documentation >

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