Template

Intercom to Salesforce enrichment workflow

Time to build: 7 min
Difficulty: Easy
Tools: Intercom ▪ Lusha ▪ Salesforce ▪ Zapier

This Zapier workflow picks up new conversations in Intercom, enriches the contact with verified Lusha data, and sends the lead to Salesforce. It finds the matching lead in Salesforce and adds it to the campaign you choose.

Why enrich Intercom leads before they reach Salesforce?

Inbound leads rarely get lost because nobody cares. They get lost because the record arrives half-empty. Without a job title, seniority, phone number, company size, or industry, routing stalls, qualification turns manual, and response time slips.

This workflow fills in those gaps as soon as the request comes in, so every Intercom lead lands in Salesforce complete and ready to work.

What this workflow does

  • Starts when a new conversation begins in Intercom
  • Enriches the lead with Lusha, adding title, seniority, phone, LinkedIn URL, industry, revenue, and employee count
  • Finds the matching lead in Salesforce by email
  • Adds the lead to the Salesforce campaign you choose

How to set it up

01

Start from the Zapier template

Copy the Intercom → Lusha → Salesforce template in Zapier.

Zapier template: Intercom New Conversation, Lusha Connect Search and Enrich Contacts, Salesforce Find Record, Salesforce Add Lead to Campaign
02

Set up the Intercom trigger

Use the Intercom New Conversation trigger and connect your Intercom account. Every new conversation starts the Zap.

03

Enrich the contact with Lusha

Add the Lusha Connect Search and Enrich Contacts action and connect Lusha with your API key. Map the email from the conversation (preferred), or the full name and company name. Lusha adds fields like title, seniority, phone, LinkedIn profile, industry, revenue, and employee count.

04

Find the lead in Salesforce

Add the Salesforce Find Record action and search Leads by email, so the next step knows which lead to add to the campaign.

05

Add the lead to a Salesforce campaign

Add the Salesforce Add Lead to Campaign action. Map the lead ID from the previous step and choose the campaign (e.g., “Live Chat Leads”).

06

Test and turn on the Zap

Start a test conversation in Intercom. Confirm that Lusha enriches the lead, the lead is found in Salesforce, and it’s added to the right campaign. Then turn the Zap on.

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. 

FAQ

  • Use this Zapier workflow. It picks up new Intercom conversations, enriches each lead with Lusha, finds the matching lead in Salesforce, and adds it to a campaign.

  • An email address from the Intercom conversation, or a full name with a company name.

  • The Salesforce Find Record step searches Leads by the email from the Intercom conversation.

  • You choose the campaign in the Add Lead to Campaign step.

  • Yes. Add a threshold step so only leads that match your ICP move forward.

Ready to run this?

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