Overview

Vitally's Intercom integration can be used to import the following Intercom data into Vitally in real time:

• ​Companies - Vitally imports the entire Intercom company (defined here), allowing you to view and report on Intercom company data such as plan, segments, tags,custom_attributes, and more.

• ​Users - Vitally imports the entire Intercom user (defined here), allowing you to view and report on Intercom user data such as segments, tags,custom_attributes, and more.

• ​Conversations - Vitally imports your Intercom conversations, allowing you to view (and respond to) conversations occurring within Intercom.

• ​Data Events - Vitally can also sync, in real time, any user activity you send to Intercom.

Enabling the Intercom integration

To enable the Intercom integration, navigate to Integrations -> Intercom in your Account Settings (get there via Quick Jump). When there, simply click the Connect to Intercom button. That will redirect you to Intercom, where you'll be asked to authorize our access to your Intercom data.

Once you authorize our access to Intercom, you'll be redirected back to Vitally, where you'll need to configure a few options:

Import Users and Companies

There are a few important details to confirm prior to enabling this option:

• Confirm you use Intercom companies. Intercom doesn't require that you create companies, but Vitally does. If you do not create companies in Intercom, then checking this option will have no effect - your users will not be imported without companies.

• Confirm that 1) you set Intercom's company_id field and 2) you set company_id to 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_id for 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 that 1) you set Intercom's user_id field and 2) you set user_id to the same unique ID tracked in your other user data. The same requirement for customer_id above 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 this option unchecked, and we'll import your conversations using user emails (i.e. if "[email protected]" 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.

Import Event Data

This option is only supported if you enable Option #1 above - otherwise, we'll have no way of knowing which users to attach your events to in Vitally. If selected, we will auto-track your Intercom product events into Vitally. From there, you'll be able to leverage our default product metrics and create Elements, Success Metrics, and more, all backed by your Intercom events!

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 (e.g. health scores, indicators, etc) for Intercom auto-messages and campaigns.

Please see this article for more information on how this process works.