Data Out: Intercom

Learn how to configure Vitally to send its unique customer insights back to your Intercom companies

This article is about pushing Vitally's data back to Intercom. If you are instead wanting to import your Intercom data into Vitally, you'll want to head here.

Data Out: Intercom - How Data Gets Pushed Out to Companies

Vitally's Intercom integration can be used to attach Account data Vitally tracks back to your Intercom companies as custom_attributes.

We'll modify 2 attributes on your existing Intercom companies:

  • monthly_spend - We'll set this value to the MRR of the account in Vitally. Note that you can disable this if you like.

  • custom_attributes - We'll add any mapped fields you configure to push to Intercom (see below) to each company's custom_attributes in Intercom.

Data Out: Intercom - Setting up

To define the attributes created by Vitally in Intercom, define a mapping of Vitally account fields to named traits in the Intercom integration configuration page in Vitally. For each mapping defined, we'll add a new 'custom attribute' to your Intercom companies.

How ToHow To Visual
  1. Navigate to your Settings (⚙️) by selecting your Account Logo on the top left

  2. Under Data Management select Integrations (or get there via Quick Jump CMD+J).

  3. Find and select Intercom

  4. Check the box next to Update my Intercom companies with Vitally's data

  5. Select Add a Trait

  6. Map the traits you want to push back to Intercom

  7. Once complete select Update Intercom Configuration

Note that our push integration with Intercom adds data to your existing Intercom companies. We will not create new companies in Intercom.

Data Out: Intercom - How Data Gets Pushed Out to Users

Vitally gives you the ability to identify the user at each account that 'owns' the account. As owners get assigned/changed in Vitally, we'll update a custom_attribute named Vitally Account Owner on your Intercom users. If the user is an owner of the account in Vitally, we'll set the attribute to true - otherwise, it will be false.

This is currently the only attribute the push integration attaches to your Intercom users.

Note we do not create users in Intercom. Thus, there is no risk of increasing your Intercom bill when using our push integration (since Intercom charges by your number of users).

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