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.
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
Triggers when a new user is created
User Unsubscribed from Email
Triggers when an user is unsubscribed from email
Triggers when a user is tagged
Triggers when a user is untagged
Triggers when a new company is created
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.
Click on 'Connect'. You will be redirected to the canvas.
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.
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.