Intercom to Salesforce enrichment workflow
Build a simple workflow that captures inbound requests in Intercom, enriches the contact + company with verified Lusha data, then creates or updates the matching Salesforce lead and automatically adds it to the right campaign.
Why this works
Inbound leads don’t get lost because teams don’t care. They get lost because the record shows up half-empty.
Missing title, seniority, phone, company size, and industry cause routing to stall, qualification to become manual, and response time to slip.
This play turns “new inbound” into “ready-to-work lead” by filling the gaps instantly and cleanly syncing everything into Salesforce.
What you get
A predictable inbound pipeline where every Intercom chat/demo request:
- Gets enriched with person + company data (title, seniority, phone, company size, industry, and more)
- Updates an existing Salesforce record when it exists (avoids duplicates)
- Creates a new lead when it doesn’t
- Gets added to the right Salesforce campaign for tracking + routing
How to set it up
Capture the chat or demo request in Intercom
Use Intercom as the trigger source (a conversation that matches your rules).
Send the contact to Lusha via Zapier
Zapier passes the email (or name) to Lusha to pull verified person + company data.
Fill missing fields automatically
Lusha completes key fields like title, seniority, phone, LinkedIn profile, industry, revenue, and employee count.
Sync with Salesforce (update-or-create)
The workflow checks for an existing match in Salesforce:
- If it exists, update it
- If not, create a new lead
Add the lead to the right Salesforce campaign
Use your routing logic (region, product interest, lifecycle stage, or any Salesforce field) to place the lead in the correct campaign automatically.
Keep Salesforce accurate over time
Every inbound request ends up in Salesforce with full context and verified data. All so reporting, routing, and follow-up stay consistent.
What to do next
- Add an internal alert (Slack/email) when high-fit leads come in (seniority + ICP match)
- Add thresholds so low-fit chats don’t hit Sales (noise control)
- Write the Intercom conversation link into Salesforce so reps see the full context instantly
The goal: inbound doesn’t wait for research. It arrives qualified enough to act on.
No FAQ items available at this time.
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