Chat or demo request enrichment and Salesforce sync
This play captures new leads from Intercom chats or demo requests, enriches each contact using Lusha Connect, creates the lead record in Salesforce, and adds it to the appropriate Salesforce campaign.
The result: high-intent inbound leads move instantly from conversation to CRM with full context—so sales teams can follow up fast and confidently.
Why this works
Chat and demo requests signal strong buying intent—but leads often reach Salesforce with missing titles, company details, or contact information.
This play enriches the lead the moment it’s created and syncs it cleanly into Salesforce campaigns, ensuring routing, reporting, and follow-up happen without delays or manual cleanup.
What you get
- Real-time trigger on new Intercom leads
- Automated contact enrichment via Lusha (title, company, LinkedIn, phone where available)
- Salesforce lead creation with standardized fields
- Automatic campaign association for tracking and attribution
- Faster speed-to-lead for high-intent inbound prospects
How to set it up
Connect your apps in Zapier
Ensure active connections for:
- Intercom: access to lead and conversation data
- Lusha Connect: API access for enrichment
Salesforce Essentials: permission to create leads and add to campaigns
Configure the Intercom trigger
Select:
- The event type (new lead / conversation / demo request)
Confirm Intercom passes:
- Email address
- First name / last name
- Any qualifying metadata (use case, company size, intent)
Configure Lusha enrichment
Map the strongest identifiers:
- Work email (preferred)
- LinkedIn profile URL (if available)
- Name (fallback)
This step returns verified contact and company details.
Configure Salesforce lead creation
Map enriched fields into Salesforce:
- Name
- Company
- Title
- Phone
- Lead source (e.g., “Intercom – Chat / Demo”)
Tip: Use a dedicated lead source value for clean attribution.
Add lead to Salesforce campaign
Select:
- The Salesforce campaign (e.g., “Demo Requests”, “Live Chat Leads”)
This ensures accurate reporting and ROI tracking.
Test end-to-end
Trigger a test chat or demo request and confirm:
- Enrichment completes
- Salesforce lead is created
- Lead is added to the correct campaign
What to do next
- Auto-assign owners: Route leads by region, segment, or product interest.
- Add lead scoring: Boost scores for demo requests or senior roles.
- Branch by intent: Send demo requests directly to SDRs while routing chat leads to nurture.
- Alert sales instantly: Add a Slack step to notify reps when high-intent leads arrive.
- Track outcomes:
Measure speed-to-contact and conversion rates for enriched chat leads.
The goal: High-intent inbound leads deserve instant action. This play ensures chat and demo requests are enriched, synced, and campaign-ready in Salesforce—so sales can follow up while intent is hot.
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