Intercom

This page describes how to use Census with Intercom.

๐Ÿƒโ€โ™‚๏ธ Getting Started

In this guide, we will show you how to connect your Intercom instance to Census and create your first sync.

Prerequisites

1. Connect Intercom

  • Once you are in Census, Navigate to Connectionsโ€‹

  • Click the Add Service button

  • Select Intercom in the dropdown list

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

After setting up your warehouse, your Census Connections Page should look like this

3. Create your first Model

Now navigate to the Model section of our Dashboardโ€‹

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 ๐ŸŽ‰

๐Ÿ—„ Supported Objects

Census currently supports syncing to the following Intercom objects.

Object Name

Supported?

Identifiers

Company

โœ…

Company ID

Contact (Lead or User)

โœ…

Email, Intercom ID, External ID

Lead

โœ…

Email, Intercom ID, External ID

User

โœ…

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.

โ€‹Contact us if you want Census to support more objects for Intercom.

๐Ÿ”„ Supported Sync Behaviors

Learn more about all of our sync behaviors on our Core Concepts page.

Behaviors

Supported?

Objects?

Update or Create

โœ…

All

Update Only

โœ…

Contact, Lead, User

Delete

โœ…

Contact, Lead, User

โ€‹Contact us if you want Census to support more Sync behaviors for Intercom.