Intercom Conversations
Intercom Conversations
Article Summary
Intercom is a conversational relationship platform that enables you to communicate with your customers via chat (those little chat widgets in the bottom-right), email, and more.
Using our Zapier integration you can sync all inbound/outbound chat and email messages alongside any notes into Close after you close your Intercom conversation. If you need full 2-way sync between Close and Intercom, or you need to see Close leads, tasks, and opportunities in your Intercom Inbox check out Integration via Highways app.Alternative integration via Highways app
What you’ll need
- A Close account and your API key
- An Intercom account
- A paid Zapier account
- a lead in Intercom that has the same email address as a lead in Close (this is important so that your Zap can be tested)
How the integration works
Whenever you close the conversation in Intercom (whether you are just closing it via the checkmark icon, or using Send and close option) Zapier will trigger and import that conversation messages into Close as a Note based on lead's email address.
Setup
Step 1 - New Closed Conversation in Intercom
Start by clicking on the "Use this Zap" button at the top of the page to use our pre-made template. The first step is to authorize Intercom.
Authorizing Intercom for Step 1You'll need to log in and Allow Access.
Go to Intercom, close the conversation there, and then go to Zapier > click Continue > Test trigger that should pull in the Intercom conversation. Click Continue.
Step 2 - Formatting Utilities
On this step just click on Continue > Continue > Test & Continue as it's all been set-up for you already. At the end, you should get a text output with all of your conversation messages.
Formatting conversation messagesStep 3 - Find Lead in Close
First, authorize the step using your API key found in Settings > API Keys, and then proceed with Continue > Test & Continue as in this step we are searching for a lead in Close based on their email address in Intercom. You should get a matching lead in Close and proceed to Step 4.
Finding matching Close lead by an email addressSearch by some other attribute
If needed, you can instead search by lead name instead of an email. Just remove the attribute from Email field and instead use the Company Name field.
Step 4 - Create Note in Close
The last step, again, authorize the step using your Close account, click Continue and again Continue if you don't want to make any formatting changes.
By default, your note will look like this:
Intercom conversation: #123456789
Link: https://app.intercom.com/a/apps/fbozxtre/conversations/123456789
Subject: Sample subject
User: John Doe (john@example.com)
Admin: Close App (sample@close.com)
admin: This is my first message.
user: This is user's reply.
user: Additional user message.
Sample note in CloseYou can Test & Continue and you should be all set. A new note should appear in your Close lead within a few seconds.
Turn on the Zap and you are good to go!
