You'll see an Intercom OAuth screen describing the permissions Census needs. Note that if your account has access to multiple Intercom workspaces, you'll also have the option to select the specific workspace.
2. Connect your Data Warehouse
Please follow one of our short guides depending on your data warehouse technology
Here you will have to write SQL queries to select the data you want to see in Intercom. Here are some ideas of data you should select
The Lifetime Value of a customer and add it to a contact or companies
The end of their trial
The date they became active in your product
The number of key activities a user did in your app in the last 7/30 days
Once you have created your model, click save.
4. Create your first Sync
Now head to the Sync page and click the Add Sync button
In the " What data do you want to sync?" section
For the Connection, select the data warehouse you connected in step 2
For the Source, select the model you created in step 3
Next up is the "Where do you want to sync data to?" section
Pick Intercom as the Connection
For Object, pick the one you want to sync data to.
For the " How should changes to the source be synced?" section
Select your preferred behavior. Update only is a great place to start!
Pick the right mapping key, it could be Email for Contacts, Company ID for Companies but we recommend you use your own database id if possible
Finally, select the fields you want to update in the Mapper in the "Which Fields should be updated?" section
Here simply map the field from your Intercom instance to the column from your model.
The end result should look something like this
Click the Next button to see the final preview which will have a recap of what will happen when you start the sync
5. Confirm the data is in Intercom
Now go back to your Intercom and go view a record type (Contact or Company) that should have been updated. If everything went well, you should see your data in Intercom
That's it! In 5 steps, you've connected Intercom and started syncing customer & product data from your warehouse 🎉
🗄 Supported Objects
Census currently supports syncing to the following Intercom objects.
Object Name
Supported?
Identifiers
Company
✅
Company ID
Contact (Lead or User)
✅
Email, Intercom ID, External ID
Lead
✅
Email, Intercom ID, External ID
User
✅
Email, Intercom ID, External ID
If you're finding Companies missing in Intercom after a sync, make sure the company also has users associated with them. By default, Intercom hides companies with no associated users.
Contact us if you want Census to support more objects for Intercom.