Integrate Salesforce to Intercom

Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.

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Popular Use Cases

Xplenty can extract any data that you need from Salesforce. Here are some of our most popular use cases:

Leads

Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.

Contacts

Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.

Accounts

Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.

Opportunities

Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Product

Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.

Campaigns

Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Events

Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.

Custom Objects

Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.

Fabio DeSousa
Product Development Associate, Pack Health

Xplenty’s Salesforce integration has allowed our analysts to clean and transform our Salesforce data in a repeatable, easy-to-modify way. It lets us spend more time learning from our data instead of working on it.

Popular Use Cases

Xplenty can extract any data that you need from Intercom. Here are some of our most popular use cases:

Conversations

Track the content of conversations and who is involved in them. This can be used to generate data about which topics customers are most concerned with so that you can further focus your support efforts accordingly.

Users

Collect valuable customer data for your CRM, including basic contact info such as name, email address, and phone number but also more specific data, such as when they signed up, last signed in, and the tags associated with them.

Companies

Track the progress of your business relationship with companies (including a list of their users). Use that data to monitor how well your support network is meeting a company’s needs and how much of your overall revenue comes from each of the companies that are interacting with your business via intercom.

Segments

Automatically categorize users based on set criteria. Then Intercom can assign support teams based on that criteria, which allows you to more easily match customers with the support team members that can best assist them.

Why Our Customers Choose Xplenty

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.

Ease of Use

You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.

Reach

Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.