This Workato recipe runs whenever a new user is created in Intercom. It enriches the contact with Lusha and adds the lead to a Salesforce campaign, so every Intercom lead is tracked for attribution, routing, and follow-up.
Enrich Intercom leads and activate Salesforce campaigns with Workato
Why enrich Intercom leads before they reach Salesforce?
Intercom brings in some of your highest-intent leads. But without enrichment, they often arrive without the job title, company, or phone number that Sales and Marketing need to act quickly.
This recipe enriches each new Intercom user right away and adds them to the right Salesforce campaign, so attribution stays clean and follow-up is fast.
What this workflow does
- Starts when a new user is created in Intercom
- Enriches the contact with Lusha, adding job title, company, phone, and LinkedIn URL where available
- Creates or updates the lead in Salesforce
- Adds the lead to the right Salesforce campaign, like separate campaigns for chat and demo users
How to set it up
01
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
02
Configure the Intercom trigger
Confirm:
- Trigger event = New user
Verify Intercom sends:
- Email address
- Name
- Any available metadata (plan, segment, intent)
03
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
04
Create or update the Salesforce lead
Search Salesforce by email. If the lead exists, update it with the enriched fields. If not, create a new lead with the enriched data.
05
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.
06
Test end-to-end
Create a test user in Intercom and confirm:
- Enrichment completes
- Salesforce campaign member is created successfully
What to do next
- 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.
FAQ
Use this Workato recipe. It enriches each new Intercom user with Lusha and adds them to a Salesforce campaign.
Job title, company, phone number, and LinkedIn URL where available.
A work email works best. A LinkedIn URL or name can be used as a fallback.
Yes. Separate campaigns for chat users and demo users make reporting clearer.
Yes. Add a Slack step to notify reps when a high-intent Intercom lead is enriched.
Ready to run this?
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
