Intercom
Salesforce Leads8 fieldsHow to import Intercom data into Salesforce Leads
Move your Intercom contacts into Salesforce. Intercom uses a single 'Name' field, and this template splits it into first and last name for Salesforce's separate name fields. A single-word name goes to First Name and leaves Last Name empty, so Salesforce-required rows with one-word names will need a last name added before import. The other thing to know before you start: Country isn't a default Salesforce Lead field. The section below explains both.
Field-by-field mapping
This is the complete column mapping from Intercom to Salesforce Leads. The left column is the header in your CSV export. The right column is the Salesforce Leads field it should map to.
Before you start
This template's destination has a required field that needs attention before upload. You can still use this template. The steps below tell you what to add and where.
- Last NameLastName
Salesforce requires LastName on every lead. Intercom uses a single 'Name' field, so the template splits it. Single-word names (e.g. 'Madonna') and rows with a blank Name field won't have a LastName to extract.
What to do. Before uploading, scan your CSV for blank Name fields and single-word names. Add a last name where possible, or use a placeholder like 'Unknown' so the row passes Salesforce's import validation.
| Intercom column | Salesforce Leads field | |
|---|---|---|
| Name | First NameFirstName Intercom's contacts export ships the full name in a single Name column. The first space-separated word is taken as the first name. TransformSplit on first space | |
| Name | Last Name*LastName Salesforce requires Last Name. The rest of the Name after the first space is taken. A single-word name leaves Last Name empty, so the row will fail to import. Scan your CSV for single-word names before running and add a last name where possible. TransformSplit on first space | |
| Email TransformLowercased and trimmed | ||
| Phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| Company name | Company* | |
| Job title | Title | |
| City | City | |
| Country | Country Intercom exports a 2-letter country code (e.g. 'US'). Salesforce accepts the code but reports work better with full country names. |
Required by Salesforce Leads.
Columns we don't use
Your Intercom export includes 2 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Salesforce Leads.
- Created at
Salesforce sets CreatedDate on import. The Intercom timestamp doesn't carry over.
If you need it. Create a custom date field in Salesforce called Intercom Created if you want to preserve the original timestamp.
- Last seen
Salesforce Leads don't have an engagement-recency field by default.
If you need it. Add a custom date field for it, or use the value to filter your CSV before upload (e.g. only import contacts seen in the last 30 days).
Formatting and cleanup
Intercom exports rarely match the format Salesforce Leads expects. Fix these before you import.
- 1.Splits the Name field into FirstName and LastName for Salesforce's required name fields
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Intercom export and download a clean, import-ready file for Salesforce Leads.
Intercom to Salesforce Leads FAQ
How do I export contacts from Intercom?
Go to Contacts in Intercom, apply any filters you need, then click Export to CSV.
How does the Name column split?
Intercom's contacts export ships the full name in one Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Salesforce requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible. Names with three or more tokens, like a double-barrelled surname, put the first token in First Name and the rest in Last Name.
What happens with single-word names like 'Madonna' or 'Plato'?
The first space-separated word goes to First Name, so single-word names land in First Name and leave Last Name empty. Salesforce requires Last Name, so those rows will fail to import. Add a last name to those rows in your CSV before running, or use a placeholder like 'Unknown' so the row passes Salesforce's import validation.
What if Company name is blank for some contacts?
Salesforce will reject Intercom contacts without a company value. Add a placeholder like 'Unknown' before importing, or skip rows with blank Company in your CSV.
What about conversation history and messages?
This template maps contact data only. Chat transcripts, conversation history, and support ticket data don't export in the contacts CSV and won't transfer.
