CRM
Enrich Salesforce on Intercom close and alert the owner in Slack
When an Intercom conversation closes, it upserts the contact into Salesforce, stamps the resolution outcome and usage context.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation-closed webhookIntercom
- ActionUpsert Salesforce Contact with outcomeSalesforce
- ActionRead usage signals from PostgresPostgres
- LogicEvaluate churn-risk rules
- ActionSlack-alert the account owner if at riskSlack
- OutputOutput record id and alert status
What it does
Turns a closed support conversation into clean Salesforce data and a timely heads-up. On close it upserts the Salesforce Contact, records the resolution outcome plus product-usage context, and inspects the conversation for churn-risk signals (negative CSAT, cancellation language, repeated reopens). If risk is detected, the account owner gets a direct Slack alert.
When to use it
Run this when closed Intercom conversations should both update the CRM and surface at-risk accounts to the right rep fast. Good for CS teams that want a single, reliable post-close handoff instead of manual logging.
How it works
- 1Intercom conversation-closed webhook triggers the run.
- 2Upsert the Salesforce Contact by email with the resolution outcome.
- 3Read usage signals (last login, recent activity drop) from Postgres.
- 4Evaluate churn-risk rules against the conversation and usage.
- 5If at risk, send a Slack DM to the Salesforce account owner.
- 6Output the enriched record id and whether an alert fired.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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