How to integrate Intercom

Created by Maja Bradonjic, Modified on Fri, 17 Feb, 2023 at 5:58 PM by Ivana B

Description
Entities
Steps

Description

Intercom is a Customer Communications Platform. With Intercom, you can build better customer relationships through personalized, messenger-based experiences across the customer journey. The world's most successful companies, like Atlassian, Shopify, and New Relic use Intercom to deliver conversational customer experiences through chat, bots, and personalized messaging.

Entities

Source	Target
Send Contacts	Add Contacts
Send Companies	Add Companies
Send Teams
Send Admins

Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly), upon an API call event or upon successful completion on trigger task.

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for the Login.

Step 4.

A new tab or window will emerge. Please log in to your Intercom account.

Note: if you see the screen below, please make sure you have the permission rights correctly setup to add integrations for your Intercom account or contact your administrator, as well as double-checking the Intercom limitations on the amount of integrations and the amount already in use!

To check/enable access and permission rights, on your Intercom account please proceed to the Teammates section of your settings menu, where you can edit the permissions of each team-member.

Intercom is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!