Customerlabs Support Docs

Source – Intercom

(A ‘Source’ platform is one where data can be brought in from any platform into CustomerLabs CDP)

Intercom is the only suite of customer messaging products that drives growth at every stage of the customer lifecycle—across acquisition, engagement, and support.

The CustomerLabs CDP + Intercom integration will enable marketers to bring their all customer related data from Intercom into Customerlabs CDP in order to enrich existing user profiles, create targeted segments & sync them with other marketing tools to personalize engagement. 

Getting Started

Codelessly connect your Intercom account with CustomerLabs CDP by following the steps below. 

1. Login to CustomerLabs CDP and navigate to Sources

2. Select Intercom from the list of Sources

3. Click on Authenticate Intercom

4. You will be redirected to your Intercom account, login and authorize CustomerLabs CDP to access your Intercom customer data

5. Post authorization you will be prompted to choose the CustomerLabs CDP account to receive data from Intercom (in case of multiple accounts)
6. Choose the account and click confirm

7. Voila! You will now be able to receive customer data from Intercom.

Building Workflows in CustomerLabs CDP

Setting up a workflow in CustomerLabs CDP will allow you to receive notifications about changes that happen to your Intercom data in real-time. 

Learn more about the events that you’ll be able to receive from Intercom post setup.

With this integration you will be able to receive events relating to Conversation, User, UserTag, Lead, ContactTag, Visitor, Company, Event and Ping. 

The below workflow can be used to bring Lead data to CustomerLabs CDP when a new contact is created/updated in Intercom. 

1. Give a name to your workflow and before proceeding, Create a test lead in Intercom to get related data samples. Once your new lead is created, click on ‘Choose sample data’

2. If you experience any delays, please wait for a few minutes before trying again
3. You will now be able to view relevant event samples in CustomerLabs CDP
4. Click on view data to see more information about incoming samples

5. Select any one sample that suits your requirements & hit filter
6. The filter screen acts as a roadblock to stop other non-related event data coming in from Intercom & skew existing information
7. Click on ‘Create filter criteria’ to give your filter condition – this will allow only ‘contact.created’ event type from Intercom to enter this workflow in the future.

8. Add condition. Make sure to give the event name as it is shown in the sample data. 

9. Now to event configuration
10. Here’s a detailed breakdown of the event configuration screen 
11. Give a name to your incoming event. You can also give a custom name or select from a list of predefined events as shown below

12. User Identity mapping lets you identify & combine all user related events, since an incoming contact has a email, it can be used to identify users (identify_by_email) and combine all present and future information from Intercom

13. Choose the value for the email field using the drop down which shows data from the selecting sample 

14. Once the user mapping is done, you can categorically map other incoming information into the following buckets

Destination

Send incoming data to third-party apps to boost marketing effectiveness. Learn more about the destination tools we support.

 

Need assistance?

Have questions or facing issues? We can help set it up for free. 

Get in touch

0 0

How can we improve this article?

Please submit the reason for your vote so that we can improve the article.

Name

Email

Submit