Intercom app

Install and configure the Salesforce integration to capture, nurture and convert leads in Intercom.

Install Salesforce integration

How to resolve issues related to your Salesforce account sync setup

Salesforce account sync setup

The salesforce app lets your sales and support team see up to date SFDC data, create cases, send conversations as tasks and more.

Using the Salesforce app in Intercom

Syncing data between Salesforce accounts and Intercom companies

Learn how to use your case record type configuration with inbox conversations

Create cases from inbox conversations using Salesforce CRTs

Set API limits on Intercom's Salesforce app

Manage Intercom's usage of the Salesforce API

Sync leads and contacts in bulk using Intercom's Salesforce app

Manually sync people data in bulk using Intercom's Salesforce app

Troubleshooting guide to Salesforce app authentication, field mapping and data syncing.

Salesforce integration troubleshooting and FAQs

Beth-Ann Sher

Brian Byrne

Eric Fitzgerald

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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