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

Learn more about other import methods for Subscription Analytics and CRM.

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

Here’s what we cover in this article:

• Overview
• Before you begin
• Connecting Intercom to ChartMogul
• Manually re-syncing data
• Deleting Intercom as a source

Overview

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

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 Settings & Data > Sources.
2. Click Add Source > Customer / Contact / Enrichment data and select Intercom.
   
3. Enter a unique name and click Next.
4. Click Connect with Intercom.
   
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. Click START Import to connect Intercom to ChartMogul and start importing your data.
   

The import can take some time, depending on the number of customers. After the import has concluded, ChartMogul will update in real time 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 Settings & Data > Sources.
2. Find your Intercom source and click the Settings   icon.
3. Click Update Fields to import new custom fields.
   
4. Click Re-sync Data and Fields.
   

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

Deleting Intercom as a source

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, ChartMogul uses data from the non-deleted source for the customer’s record. The record may display data overwritten during the merge, and not the customer’s details at the time of import. Learn more about unmerging customers.

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

Next Steps

• See the list of Intercom properties available for import.
• Learn more about lead statuses to classify and organize your customers.
• Start using ChartMogul CRM.