Intercom
Sync live chat and customer interactions.
Overview
Enhance customer interactions by connecting Intercom with our CRM. Manage conversations, track customer inquiries, and provide better support—all from a single platform.
Benefits
Sync customer conversations – View and respond to Intercom messages inside the CRM.
Track interactions – Automatically log chats and support tickets under customer profiles.
Improve response times – Assign conversations to team members and resolve issues faster.
Personalized customer experience – Access full contact history for more meaningful interactions.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Intercom under the Customer Support & Messaging category.
Step 2 : Connect Your Intercom Account
Click "Connect Intercom" and sign in with your Intercom credentials.
Grant the necessary permissions to sync customer data and conversations.
Step 3 : Configure Your Intercom Preferences
Choose which messages and events to sync with the CRM.
Enable conversation tracking to log support interactions automatically.
Assign Intercom chats to the right team members within the CRM.
Step 4 : Start Using Intercom with CRM
Access Intercom conversations from CRM contact profiles.
Respond to chats and track customer issues without switching platforms.
Use automation to route messages and follow up efficiently.
