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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.
Vitally's Intercom integration can be used to attach data we track about your accounts back onto your Intercom companies as custom_attributes. This article explains how our push integrations work as well as the data we will push to Intercom.
Note that our push integration with Intercom adds data to your existing Intercom companies. We will not create new companies in Intercom.
Additionally, 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).

How data gets attached to your Intercom companies

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.
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 data gets attached to your Intercom 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.
Last modified 1yr ago