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Intercom

Common Questions

Intercom offers an innovative CRM application that lets business owners interact with customers. It lets you create and manage contacts, leads, tasks,and accounts and tracks status of each lead. 

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Triggers

  • New Message from a User

    Triggers when a new message is added by a user

  • Contact Added Email

    Triggers when an added email is contacted

  • Reply from a User

    Triggers when a user replies

  • Reply from a Teammate

    Triggers when a teammate replies

  • Note Added to Conversation

    Triggers when a note is added to a conversation

  • Conversation Assigned to Teammate

    Triggers when a new conversation is assigned to teammate

  • User Created

    Triggers when a new user is created

  • User Unsubscribed from Email

    Triggers when an user is unsubscribed from email

  • User Tagged

    Triggers when a user is tagged

  • User Untagged

    Triggers when a user is untagged

  • Company Created

    Triggers when a new company is created

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Actions

  • List Users

    This activity lets you list users

  • Update Contact

    This activity lets you update contact

  • List Notes

    This activity lets you list notes

  • List Contacts

    This activity lets you list contacts

  • List Companies

    This activity lets you list companies

  • Get Note

    This activity lets you get note

  • Get Count

    This activity lets you get count

  • Delete User

    This activity lets you delete user

  • Delete Contact

    This activity lets you delete contact

  • Create or Update User

    This activity lets you create or update user

  • Create or Update Company

    This activity lets you create or update company

  • Create Note

    This activity lets you create note

  • Create Contact

    This activity lets you create contact

  • Submit Event

    Submit the specified event

  • Reply to Conversation as Admin

    Reply to a conversation as an admin

  • Reply to Conversation as User

    Reply to a conversation as a user

  • Get Conversation Details

    Retrieve the details of the specific conversation

  • User or Lead Initiated Conversation

    Initiate a conversation with a user or a lead

  • Admin Initiated Conversation

    Initiate a conversation on behalf of an admin

Common Questions

To use Intercom in your workflow, you will first need to connect it with Built.io Flow. 

To do this, drag any Intercom action listed under Intercom service on the canvas and click on the 'Add New’ option listed under the ‘Authorize Intercom’ field in the configuration window. 

You will be prompted to login to your Intercom account, if you are not already logged in. Once you have logged in to your Intercom account, you will be prompted to authorize Built.io Flow to access the resources of your selected intercom app. 

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Click on 'Connect'. You will be redirected to the canvas. 

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Rename the authorization as per your choice and click on ‘Add’ link. You can now see the added authorization under the ‘Authorize Intercom’ field. Once added, this authorization will be available in all Intercom actions and triggers.

Intercom action fields fetch these IDs with the help of API calls so that you can directly select them from the lookup. In order to enter these IDs manually, you need to search for the appropriate ID in your Intercom UI.

There are four types of IDs that we get in our Intercom account. 

1. Intercom ID
2. User ID
3. Intercom User ID
4. Lead User ID

The first two IDs are associated with a user and last two IDs are associated with a lead. 

To retrieve the user associated IDs, go to your Intercom account, and under select the All users option. Now, select a user whose ID you want to view, say Sam. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the User ID of Sam. At the same time, take a look at the URL of the account. The URL highlights the Intercom ID of the user which is a hexadecimal number as shown in the screenshot. 

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Follow the same procedure to retrieve the leas associated IDs, i.e. Intercom User ID and Lead User ID. 

Go to the All leads option and select a lead user whose ID you want to view, say Jon. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the Lead User ID of Jon. At the same time, take a look at the URL of the account. The URL highlights the Intercom User ID of the user which is a hexadecimal number as shown in the screenshot. 

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