Intercom Integration Guide

ChartMogul has an integration with Intercom to import companies and users to create leads for ChartMogul CRM.

Learn more about other import methods in Getting started with importing data.

To export data from ChartMogul to Intercom, configure Intercom as a destination.

Here’s what we cover in this article:

Overview

The following table provides details on key aspects of how ChartMogul integrates with Intercom.

Customer import event ChartMogul imports customers as per your Create company in ChartMogul when setting.
Leads ChartMogul does not import lead dates from Intercom. Learn more about tracking leads and trials.
Free trials ChartMogul does not import free trial dates from Intercom. Learn more about tracking leads and trials.
Contacts ChartMogul imports contacts as per your Create company in ChartMogul when setting.
Custom attributes ChartMogul imports the custom data attributes selected when adding or modifying this source.
Historical data When you add Intercom as a source, ChartMogul imports the existing data you choose to sync.
Reviewing data in-app Once imported, ChartMogul gives you visibility into your customer and contact data as it exists in our platform through a series of data tables. To view these tables, navigate to Data & Config > Sources, then select the source you want to view.
Update frequency Real-time. Learn more.
Maintained by This integration is built and maintained by ChartMogul. Contact our support team for assistance.

Before you begin

  • Set up an automation to automatically merge customers imported from Intercom with matching customers imported from your billing system. This way you’ll avoid creating duplicate customer records.
  • Log in to the Intercom account you’d like to connect to ChartMogul.
  • ChartMogul imports companies as customer records and adds contacts to these records. Learn more about how ChartMogul manages Customers & Customer Records.

Connecting Intercom to ChartMogul

Step 1 – Setting up a source

  1. Navigate to Data & Config > Sources.
  2. Click Add Source > Account/Contact Data > and select Intercom. Or, click IMPORT > Account/Contact Data > Account/Contact/Enrichment data > and select Intercom.
    Screenshot of the Select a Source type dialog with the Account/Contact/Enrichment data tab selected. Intercom is highlighted.
  3. Enter a unique name and click NEXT.
  4. Click Connect with Intercom.
    Screenshot of the Intercom Data Source dialog showing the location of the Connect with Intercom button.
  5. Log in to your Intercom account.
  6. Click Authorize access.

Once connected, you will be redirected back to ChartMogul.

Step 2 – Syncing data

  1. Select the companies and contacts data you’d like to sync to ChartMogul. Select custom data attributes to import them as custom attributes.
  2. Configure Create company in ChartMogul when to determine when you’d like ChartMogul to create a customer record:
    • The email or UserID is created – When a user is created in Intercom (who is not attached to a company), ChartMogul creates a customer record. For example, an email newsletter subscriber.
    • A user is added to a company – When a user is attached to a company in Intercom, ChartMogul creates a customer record for the company and imports the user as a contact. For example, when selling to a lead who is part of a business. Users who aren’t attached to a company are ignored.
      Screenshot of the Create company in ChartMogul when setting.
  3. Click START Import to connect Intercom to ChartMogul and start importing your data.
    Screenshot of the Intercom Data Source dialog showing the location of the Start Import button.

The import can take some time, depending on the number of customers. After the import has concluded, ChartMogul will update automatically with any new activity from Intercom. When a customer is deleted in Intercom, ChartMogul retains their customer record.

Manually re-syncing data

Here’s how to re-sync data when needed:

  1. Within ChartMogul, navigate to Data & Config > Sources.
  2. Find your Intercom source and click the Settings   icon.
  3. Click Update Fields to import new custom fields or modify the Create company in ChartMogul when setting.
    Screenshot showing the location of the Update Fields buttons.
  4. Click Re-sync Data and Fields.
    Screenshot showing the location of the Re-sync Data and Fields button.

ChartMogul imports the selected custom fields as custom attributes and creates customer records based on your modified setting.

Deleting Intercom as a source

Deleting a source is permanent and cannot be undone.

Before deleting a source, please note the following:

  • ChartMogul immediately deletes this source and irrevocably removes its data.
  • All MRR adjustments and connected subscriptions will be lost.
  • If this source contains a merged customer, the customer record and data from the non-deleted source will remain in ChartMogul.

To delete an Intercom source, navigate to Data & Config > Sources. Find the source in the list and click the Settings   icon. From there, click Delete This Source.

Screenshot showing the location of the Delete This Source button.

Intercom properties available for import

Company properties

ChartMogul does not import company notes, as Intercom does not support notes in its API.

Review these tables to understand how ChartMogul imports your company data from Intercom.

Required

Property Imported as Description
Company website Website The domain name of the company or organization.Used as the company name if the Company Name field is blank.
ID Company external ID The Intercom defined ID for the company.

Optional

Property Imported as Description
App ID Custom attribute The Intercom defined ID representing the app.
Company created at Custom attribute The day the company was added to Intercom.
Company ID Custom attribute A number identifying the company.
Company industry Custom attribute The category or domain this company belongs to e.g. 'ecommerce' or 'SaaS.’
Company last seen Custom attribute The last day anyone from the company visited your website or app.
Company name Company name The name of the company.
Company size Custom attribute The number of people employed in this company, expressed as a single number.
Company web sessions Custom attribute All visits from anyone in the company to your product's website or app.
Company website Custom attribute The web address for the company's primary marketing website.
Created at Custom attribute The time the company was added to Intercom.
ID Custom attribute The Intercom defined ID representing the company.
Monthly Spend Custom attribute The amount of monthly revenue you receive from the company.
People Custom attribute The number of people in the company.
Plan Custom attribute A specific plan or level within your product that companies have signed up to.
Plan ID Custom attribute The Intercom defined ID representing the plan
Updated at Custom attribute The last time the company was updated.

Contact Properties

Review these tables to understand how ChartMogul imports your contact (user) data from Intercom.

Required

Property Imported as Description
Email Email address The contact’s email address.
User ID External ID A unique identifier for the user/contact.

Optional

Property Imported as Description
Android App name Custom attribute The name of the Android app which the contact is using.
Android SDK version Custom attribute The version of the Android SDK which the contact is using.
Avatar image url Custom attribute An avatar image URL.
Browser Custom attribute The browser which the contact is using.
Browser Language Custom attribute The language set by the browser which the contact is using.
Browser Version Custom attribute The precise version of the browser which the contact is using.
City Custom attribute The contact's city (or their IP address location).
Contact role Custom attribute The contact's role in their company, such as their job title or department.
Country Custom attribute The contact’s country (or their IP address location).
Email domain Website URL The email domain for the contact.
First Seen Custom attribute The first day the contact visited your site or app.
Has hard bounced Custom attribute Whether the contact has had an email sent to them hard bounce.
ID Custom attribute The Intercom defined ID representing the contact.
iOS App name Custom attribute The name of the iOS app which the contact is using.
iOS SDK version Custom attribute The version of the iOS SDK which the contact is using.
Language Override Custom attribute A preferred language setting for the contact, used by Intercom Messenger even if their browser settings change.
Last clicked on link in email Custom attribute The day the contact last clicked a link in an email.
Last contacted Custom attribute The day someone from your organization last contacted the contact.
Last heard from Custom attribute The day the contact last contacted you via a message or email.
Last opened email Custom attribute The day the contact last opened an email.
Last seen Last Active The day the contact visited your site or app.
Marked email as spam Custom attribute Whether the contact marked an email from your organization as spam.
Name First Name, Last Name The contact's full name.
OS Custom attribute The operating system which the contact is using.
Owner Custom attribute The teammate that owns a lead or user in Intercom.
Phone Phone number The contact's phone number.
Phone Number Country Custom attribute The ISO country code of the contact's phone number.
Region Custom attribute A subdivision of a country, such as a state, province or territory.
Signed up Custom attribute The day a contact first signed up for your product.
Unsubscribed from Emails Custom attribute Whether the contact unsubscribed from emails from your organization.
Updated at Custom attribute The last time the contact was updated.
Workspace ID Custom attribute The Intercom defined ID representing the workspace.

Next Steps

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