This Zapier workflow picks up new leads from Intercom chats and demo requests, enriches them with Lusha, and adds the matching Salesforce contact to the right campaign. A filter step makes sure only the leads you want reach the campaign. High-intent leads move from conversation to CRM with full context, so sales can follow up fast.
Chat or demo request enrichment and Salesforce sync
Why sync chat and demo leads to Salesforce campaigns?
Chat and demo requests show strong buying intent, but those leads often reach Salesforce without a title, company details, or contact information.
This workflow enriches each lead as soon as it’s created and adds it to the right campaign, so routing, reporting, and attribution work without manual cleanup.
What this workflow does
- Starts when a new lead is created in Intercom
- Enriches the lead with Lusha, adding title, company, LinkedIn URL, and phone where available
- Filters out leads that don’t meet your conditions
- Adds the contact to the right Salesforce campaign, like “Demo Requests” or “Live Chat Leads”
How to set it up
01
Start from the Zapier template
Copy the Intercom → Lusha → Salesforce template in Zapier.
02
Configure the Intercom trigger
Use the Intercom New Lead trigger and connect your Intercom account. Make sure Intercom passes:
- Email address
- First and last name
- Any qualifying details (e.g., use case, company size, intent)
03
Configure Lusha enrichment
Add the Lusha Connect Search and Enrich Contacts action and connect Lusha with your API key. Map the strongest identifiers:
- Work email (preferred)
- LinkedIn profile URL (if available)
- Full name and company name (fallback)
This step returns verified contact and company details.
04
Set your filter conditions
Add Filter by Zapier so the Zap continues only for the leads you want in the campaign, for example when Lusha found a match or the lead has a work email. Check the conditions against the template and adjust them to your ICP.
05
Add the contact to a Salesforce campaign
Add the Salesforce Add Contact to Campaign action. Connect a Salesforce user with permission to add contacts to campaigns, select the contact (e.g., matched by email), and choose the campaign (e.g., “Demo Requests” or “Live Chat Leads”). This keeps reporting and attribution accurate.
06
Test end-to-end
Create a test lead in Intercom and confirm that:
- Enrichment completes
- Leads that don’t meet your conditions stop at the filter
- The contact is added to the correct Salesforce 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 workflow makes sure chat and demo requests are enriched, filtered, and added to the right Salesforce campaign—so sales can follow up while intent is hot.
FAQ
Use this Zapier workflow. It enriches each new Intercom lead with Lusha, filters it, and adds the matching Salesforce contact to the campaign you choose.
Campaigns let you track where leads come from and measure results for chat and demo requests.
A work email works best. A LinkedIn URL, or a full name with a company name, can be used as a fallback.
Yes. You can send demo requests straight to SDRs and route chat leads to nurture.
Only leads that pass the Filter by Zapier step. You set the conditions, for example a Lusha match or a work email.
Ready to run this?
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
