Automate the handoff between customer conversations and your CRM so your support and sales teams always have the full picture.
Automatically create or update Salesforce contacts when new Intercom conversations start with unknown visitors
Log all closed Intercom support conversations as activity records on the matching Salesforce account
Alert Salesforce account owners via task when a high-tier customer opens an Intercom conversation
When your customer support lives in Intercom and your sales pipeline lives in Salesforce, critical context gets lost in the space between them. A prospect chats with support before closing a deal. A churned customer reaches out again. A high-value account raises a complaint that your sales rep never sees. These gaps cost you revenue and damage relationships.
Neotask connects Intercom and Salesforce so information flows automatically in both directions -- no manual exports, no copy-paste, no data falling through the cracks.
Support teams waste hours each week manually updating CRM records after conversations end. Sales reps miss context from support interactions when preparing for renewal calls. Managers lack visibility into how support volume correlates with account health.
With Neotask handling the sync, your teams can focus on customers instead of data entry. Support agents see the full Salesforce account context directly in Intercom. Sales reps see every support interaction logged in Salesforce without asking the support team to send summaries. RevOps and leadership get accurate, real-time data across both platforms for reporting and forecasting.
Neotask acts as the intelligent layer between Intercom and Salesforce. You describe the logic you need in plain language -- for example, "when an Intercom conversation is tagged as a billing issue, create a Salesforce task for the account owner" -- and Neotask handles the implementation.
You can run automations on a schedule, trigger them on specific events, or invoke them manually. Neotask monitors both platforms, maps fields between them, and handles errors gracefully so your data stays clean.
Getting started takes minutes. Connect your Intercom workspace and Salesforce org, describe your automation goal, and Neotask takes it from there. No code required, no complex workflow builders to learn.
Eliminate manual data entry between support and CRM platforms, saving hours of repetitive work each week
Give support and sales teams shared visibility into every customer interaction across both tools
Keep Salesforce account data accurate and up to date without relying on manual syncs or spreadsheet exports
Set up in under 2 minutes. No code required.
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$200/mo
Multiple workspaces and capacity for larger teams.
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