Template Ops

Enrich Intercom leads and activate Salesforce campaigns

Built by: Lusha

Difficulty: Easy

Tools: Intercom ▪ Lusha ▪ Salesforce ▪ Workato

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.

Ready to run this?

One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.

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