Why integrate with Intercom?
- Import automatically your Intercom conversations to Successeve.
- Import automatically your Intercom users and companies to Successeve as contacts and accounts (only if you're not already tracking customers via other sources like Segment or our own API).
Install Intercom
Source of enrichment : Conversations enrichement
> Go to your Integrations > Click Connect and Connect Intercom
Once you've signed into Intercom, Successeve will immediately begin importing your Intercom conversations to your contacts and accounts on Successeve.
Source of reference : User tracking + Conversations enrichment
Use Intercom as your primary customer data source if you don't track customers via others sources like Segment or our own API.
> Go to your Integrations > Click connect and connect Intercom
Once you've signed into Intercom, Intercom will immediately begin importing your Intercom users, companies in addition to your conversations to Successeve.
Note: you can change these options later after that Intercom is connected.
Key features
Conversations enrichment
Once the Intercom integration is connected, your Intercom conversations will be automatically imported into Successeve on an ongoing basis when a new conversation is started.
Intercom users associated with the conversations have to match existing Successeve contacts based on email. Note: you must be using Intercom’s email field to store email addresses.
Successeve imports also all your historical conversations (conversations you had before to connect Intercom to Successeve):
- Successeve imports all the conversations associated with users created in the last 60 days
- Each time you visit a Successeve profile, Successeve imports the associated conversations.
Intercom conversations appear in the Past Activity timeline just like emails. You can open the open the conversation and click on 'Reply on Intercom' to open your Intercom app.
User Tracking
Users and companies: Once the Intercom integration is connected and the option 'User Tracking' is enabled, your active Intercom users (and their associated companies) will be automatically imported into Successeve on an ongoing basis (every few minutes).
Successeve also imports the Intercom users created in the last 60 days and companies associated with them.
Attributes: Successeve collects all the Intercom attributes from users and companies. You can find them under Successeve profile tab > Intercom section. You can use these Intercom attributes to create health scoring, segments and custom conditions anywhere on Successeve. Notes:
- There are some attributes that the Intercom API doesn't allow 3rd parties to collect.
- Custom attributes with the same keys than default Intercom's attributes are not collected in Successeve.
Events & Sessions: Successeve collects all the custom events and sessions from Intercom and process them like Successeve events (trends, variation, etc). You can use these custom events to create health scoring, segments and custom conditions anywhere on Successeve.
Note: The number of Sessions can be slightly different as Successeve re-constructs sessions based on others parameters than Intercom's sessions.
Use Successeve attributes within Intercom (only if Intercom is the primary data source)
Successeve pushes automatically Successeve's attributes so you can drive better automated Intercom messages and support agents can have key customer success metrics about the customer they are talking to.
The following Successeve's attributes are sync with Intercom when contact/account health, stage or pulse has changed:
- Successeve Health
- Successeve Stage
- Successeve Url
- Successeve Pulse
- Successeve License Utilization
- Successeve CS Owner
- Successeve CS Owner email
How to disable Intercom
Go to the settings of the Intercom integration, then click the 'X' or 'Remove integration'.
Why integrate with Intercom?
- Import automatically your Intercom conversations to
Successeve.
- Import automatically your Intercom users and companies to Successeve as contacts and accounts (only if you're not already tracking customers via other sources like Segment or our own API).
