Tracking customer conversations, and optionally companies and users, via Intercom
Vitally's native Intercom integration allows you to automatically track conversations you have with customers in Intercom back into Vitally. Optionally, you can also import your Intercom companies and users into Vitally and push Vitally's account data back to Intercom as
custom_attributes on your Intercom companies. Let's see how that works!
Enabling the Intercom integration
To enable the Intercom integration, navigate to the Conversations integrations section in your account's settings and click Configure next to Intercom.
The first step will require you to grant us access to your Intercom account. Once you do, you'll be presented with two options you can configure for the import:
Option 1: Import & sync your companies and users in Intercom with Vitally
There are a few important details to confirm prior to enabling this option:
- Confirm the
company_idon your Intercom companies is the same unique ID tracked in your other customer data. For example, if you use Segment, ensure the ID you specify for customers in Segment is the exact same value as the
company_idfor your Intercom companies. We use this ID to combine your customer data under the same account in Vitally, so if you use different values here, we will create duplicate Vitally accounts (one from Segment and one from Intercom).
- Confirm the
user_idon your Intercom users is the same unique ID tracked in your other user data. The same requirement for
customer_idabove also applies to Intercom users. If your Intercom user IDs differ from your other tools, we will create duplicate Vitally users (one from Intercom and one from your other tool).
Note that if you aren't sure about the above, or if your Intercom IDs differ from your other tools, you can leave these options unchecked, and we'll import your conversations using user emails (i.e. if "email@example.com" starts a conversation in Intercom, we'll look for a user with that email in Vitally and attach the message to that user if found).
If you do enable this option, once you attempt to enable the Intercom integration, we'll run a quick check to see if we can confirm your IDs match with your existing account data in Vitally. If we detect issues, you'll see an error like this:
We strongly encourage you resolve all issues prior to importing your Intercom companies and users.
Because it is quite common to have companies in Intercom that don't actually have current subscriptions with your product, we only import companies into Vitally that have been seen over the last 90 days in Intercom.
Option 2: Update Intercom companies with Vitally's account data
This option is only supported if you enable Option #1 above. If selected, we will update your Intercom companies with data we track about your accounts in Vitally, giving you the ability to leverage our data for Intercom auto-messages and campaigns.
Please see this article for more information on how this process works.
How the Intercom integration works
Once you enable the Intercom integration, a few things occur to ensure we track your Intercom data in Vitally:
- (If configured) We'll import customers and users seen over the last 90 days. Note that this may take awhile to complete, as we import your Intercom data in a background task.
- We'll import your past customer conversations. Note that this may take awhile to complete, as we import your Intercom data in a background task.
- (If configured) We'll listen for new Intercom companies/users moving forward and will create or update accounts/users in Vitally. Vitally uses Intercom webhooks to listen for new Intercom companies and users. Once we receive a notification from Intercom, we'll look for an account/user in Vitally with an external ID matching Intercom's
user_id. If found, we'll update the account/user in Vitally with Intercom's data. If not found, we'll create the account/user in Vitally.
- We'll listen for new customer conversations moving forward. Vitally uses Intercom webhooks to listen for new Intercom conversations, so we should be able to create your Intercom conversations in Vitally in near real-time.
Data imported from Intercom
When importing your Intercom companies, we flatten the API version of the company returned from Intercom (see Intercom's docs) and add every property as a trait to the Vitally account, prefixed with "
For example, you'll have traits in Vitally named
Intercom session_count, etc that are mapped to the
session_count, etc properties returned by Intercom.
Additionally, all your custom_attributes from Intercom will be imported and added as traits named
Intercom custom attributes [attribute_name] in Vitally.
We follow the same process for users as we do for companies - i.e. we flatten the API version of the users returned from Intercom (see Intercom's docs) and add every property as a trait to the Vitally user, prefixed with "
For each conversation you have with customers in Intercom, we'll add the conversation to Vitally, importing the conversation's subject (if present), message, and participants.
Disabling the Intercom integration
If you'd like to disable the Intercom integration and revoke Vitally's access to your Intercom account, you can do so from the Intercom configuration page in your account's settings (there's a Disable Intercom link in the bottom left).
When disabling Intercom, you can also optionally delete all data imported from Intercom. Note that this is permanent and irreversible, and applies to any companies, users, and conversations imported from Intercom! You should usually only do this if you are only disabling the integration to re-enable it after fixing issues with the initial import.