There is a list of users in intercom called Active. This list has active users last 30 days with more than 1 web session. can we monthly update the contacts on salesforce based on these? How do do it
Best answer by Daniel M15
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17 June 2022
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Hey @alfia! Daniel from Customer Support Engineering here 🔧
Once you connect the Salesforce integration, data will start being synced between Intercom and Salesforce whenever a user or lead is updated. This will update the fields required by Salesforce to create a new lead record, which are mapped by default. You can read more about this in this article.
You can also choose exactly when to create or update a Salesforce case using Inbox rules.
Simply navigate to Inbox > Automation > Rules and open or create a new rule. Click on “Add action” and then select “Create case in Salesforce”. You can also read more about this here.
Hope this helps! 😁
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