Important: Accounts is available on our Premium plan only. 

Automatically sync your accounts with Salesforce

If you manage your target accounts in Salesforce, you can easily sync them with Intercom.

First,  install the Salesforce app. Go to the app store, select the Salesforce app:

Once installed, select and save the Salesforce accounts lists you want to sync with Intercom.

Now, accounts from your selected Salesforce lists will automatically sync with Accounts in Intercom.

Note: Your Salesforce lists will automatically update in Intercom every 24 hours.

 

What's next?

Once you’ve got Accounts set up, you can send targeted, personal messages to accounts when they visit your website

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