If you're using Intercom and want interactions you have with customers in Intercom to show up in Close.io, here's a simple guide on how to get this done. This is a guest post by Vinay Patankar, co-founder of Process Street, a simple, free and powerful way to manage your team's recurring checklists and procedures. You can find the original post here.
The reason for this is when we are looking at a customer in the CRM, we want to be able to see not only the sales emails but all the support conversations they are having too. We wanted to have all our intercom conversations with customers show up on the associated Close.io Lead timeline.
I first setup a Zap using Intercom’s “New Message” Zap that triggered an email to my inbox which then Synced using Close’s 2 way email sync, which worked fine but only worked for the first message that was sent.
It didn’t track the whole conversation which can last for days and contain lots of valuable information for sales. This basically meant sales still had to open both Intercom and Close.io to get a full picture of the customer.
Go to Settings -> Integrations and click “Add Webhook Integration”.
Here are the topics I am passing in the Webhook:
New Message from a User
Reply from a User
Reply from a Teammate
Note added to Conversation
Conversation assigned to Teammate
User Unsubscribed From Email
Here is a screenshot of my Zap (click for full image).
Here is the text export (I assume you need to swap out my ID numbers):
And that’s it!
Intercom support messages will now show up in the Close.io timeline for that view, with the remarkt that it's an Intercom conversation and a link directly to the related thread in intercom.io.
This was just my first attempt, it will probably get cleaned up a little but at least the core data is being passed. If you have any tweaks, I’d love to hear about them.
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