This guide shows how to enrich every Intercom chat or demo request with Lusha and sync the complete lead to Salesforce. It is a simple no-code workflow that improves inbound routing and qualification.
This workflow captures every chat or demo request from Intercom, enriches it with verified Lusha data, and syncs it automatically to Salesforce. It updates existing records, creates new ones when needed, and adds them to the right campaign. The result is faster qualification and a clean CRM with no manual effort.
Which tools are required?
Intercom, Lusha, Salesforce, and Zapier.
What the workflow does
When a visitor starts a chat or requests a demo, the workflow:
Captures the Intercom conversation
Sends the contact information to Lusha
Enriches person and company data
Pulls missing fields such as title, seniority, phone, company size, and industry
Creates or updates a lead in Salesforce
Adds the record to a relevant Salesforce campaign
Ensures every inbound has verified information
This creates a reliable and predictable inbound process for RevOps and SDR teams.
Why this workflow helps RevOps and sales teams
- No manual data entry
- Faster qualification
- Cleaner routing
- Accurate Salesforce records
- Verified contact details
- Up-to-date company information
- Fewer missed chats or demo requests
Teams start with complete context and can focus on responding instead of researching.
How the workflow works step by step
Step 1: Capture the chat or demo request
Intercom sends the contact information to Zapier when a conversation matches your trigger conditions.
Step 2: Enrich the contact with Lusha
Zapier sends the email or name to Lusha to receive verified person and company data.
Step 3: Complete any missing details
Lusha fills in title, seniority, phone number, LinkedIn profile, industry, revenue, employee count, and other key fields.
Step 4: Sync to Salesforce
The workflow checks if the record already exists. If it does, it updates the lead or contact. If not, it creates a new one.
Step 5: Add the lead to a campaign
You can assign leads automatically based on region, product interest, lifecycle stage, or custom logic.
Step 6: Maintain an accurate CRM
Every inbound chat or demo request ends up in Salesforce with full context and verified data.
Keep reading:
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Waterfall data enrichment: why streaming data beats static stacking
How one builder automated inbound lead qualification with Lusha’s API and n8n
FAQs
Intercom, Lusha, Salesforce, and Zapier.
Verified person and company details including title, seniority, phone, company size, industry, revenue, and location.
Yes. The workflow checks for an existing match and updates it instead of creating duplicates.
Yes. You can choose routing logic based on any Salesforce field.
No. Everything is built with Zapier steps.
Yes. Any Intercom conversation that triggers the workflow will be enriched and synced.
It saves time, improves data quality, and ensures that no inbound lead is lost or unqualified.
