Connect Salesforce to Intercom like Magic
How to Use Magical to Transfer Data from Salesforce to Intercom
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Transfer Data from Salesforce to Intercom: A Step-by-Step Guide
With Magical, you can swiftly transfer data from Salesforce to Intercom in seconds – no complex integrations or code required. In this post, we'll explore what Magical is, how to install it, and how to use Magical to transfer data from Salesforce to Intercom, helping you streamline your customer support processes and boost your productivity.
More Salesforce integrations with Magical
What Salesforce data can you transfer
Magical enables you to transfer a wide array of data from Salesforce to Intercom. Here are some examples of the information you can extract:
First Name
Account Name
Company
And move more types of information by creating your own custom labels.
How to Transfer data from Salesforce to Intercom using Magical?
Now that you have the Magical Chrome extension installed, let's dive into how to transfer data from Salesforce to Intercom for a more efficient customer support experience. Follow these steps:
Sign in to your Salesforce account and open the record containing the data you want to transfer, such as customer details and account information.
In Salesforce, label the information you want to transfer with Magical, like Account Name, Email Address, or Company.
Sign in to your Intercom account and open the conversation where you want to add the Salesforce data.
Type "//" in an empty field and select the information you want to transfer from Salesforce such as First Name, Account Name, etc.
The next time you start a conversation, Magical will automatically transfer all the fields into the form with one click.
Conclusion
Prompt and efficient responses in customer support are key to maintaining high customer satisfaction. Salesforce is a comprehensive customer relationship management (CRM) solution and Intercom is a dynamic customer communication platform. By integrating the capabilities of these two platforms, you can significantly enhance your customer support efforts. With Magical, you can effortlessly move information from Salesforce to Intercom, enabling you to focus more on resolving customer issues and enhancing customer satisfaction.
Other ways to connect Salesforce and Intercom
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
