Enrich Intercom leads and activate Salesforce campaigns
This play triggers whenever a new user is created in Intercom, enriches the contact using Lusha Connect, and immediately activates the lead in Salesforce by adding them to a campaign.
It ensures every inbound Intercom lead enters Salesforce with enriched contact context and is tracked correctly for attribution, routing, and follow-up.
Why this works
Intercom captures some of your highest-intent inbound leads—but without enrichment, those users often lack the context Sales and Marketing need to act quickly.
This play enriches Intercom leads the moment they appear and syncs them into Salesforce campaigns automatically, keeping attribution clean and response times fast.
What you get
- Real-time trigger on new Intercom users
- Automated contact enrichment via Lusha (title, company, LinkedIn, phone where available)
- Salesforce campaign activation for inbound leads
- Consistent attribution across chat, demo, and inbound sources
- Faster speed-to-lead without manual data entry
How to set it up
Connect your apps in Workato
Ensure active connections for:
- Intercom: access to user creation events
- Lusha: API access for enrichment
- Salesforce: permission to create/update campaign members
Configure the Intercom trigger
Confirm:
- Trigger event = New user
Verify Intercom sends:
- Email address
- Name
- Any available metadata (plan, segment, intent)
Configure Lusha enrichment
Map the strongest identifiers:
- Work email (preferred)
- LinkedIn URL (if available)
- Name (fallback)
Use enrichment outputs such as:
- Job title
- Company name
- Phone number
- LinkedIn profile
Configure Salesforce campaign membership
Select:
- The Salesforce campaign to add the lead/contact to
- The identifier (email or Salesforce ID)
Tip: Use separate campaigns for chat users vs. demo users to improve reporting clarity.
Test end-to-end
Create a test user in Intercom and confirm:
- Enrichment completes
- Salesforce campaign member is created successfully
What to do next
- Add lead creation or upsert logic: Create or update the Salesforce lead/contact record before adding to campaigns.
- Branch campaigns by intent: Route demo users, chat users, and support users into different Salesforce campaigns.
- Add lead scoring: Boost scores for senior roles or ICP-fit companies using enriched data.
- Notify Sales instantly: Add a Slack alert when high-intent Intercom leads are enriched.
- Track ROI: Measure campaign performance for enriched Intercom leads vs. non-enriched ones.
The goal: Intercom shouldn’t be a black box for inbound leads. This play ensures every new Intercom user is enriched, synced, and campaign-ready in Salesforce—so your teams can act fast with the right context.
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