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Track your customers in the Intercom platform for better relationships

  • 183 Topics
  • 546 Replies
183 Topics
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Ben HizakActive User
asked in Contacts
Can not sort companies

How can I sort companies alphabetically by name? I want to identify duplicate companies, but I can’t sort them by name.  

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LuciaNew Participant
asked in Contacts
'User notes' and 'Lead notes' features being too basic

Hi! Is there anyone else that finds the ‘User Notes’ or ‘Lead Notes’ too plain? We would love to leverage this feature, but it lacks any formatting options, hypertext links, etc. We don't use any CRM outside of Intercom and consider this feature very limited.Would you find it useful if the feature was more advanced? 

2172
Justin M12
Justin M12
Justin M12Connector
posted in Contacts
Formatting User/Lead Notes using HTML & Markdown language

Did you know you can add formatting to User/Lead notes using HTML and Markdown language? Its really useful when you want certain notes to standout.Check out the images below to see what it looks like. I’ve also included the formatting in a code block so you can try it out yourself.  The below has HTML and Markdown elements in it.Headings<h1>Heading level 1</h1> <h2>Heading level 2</h2> <h3>Heading level 3</h3> <h4>Heading level 4</h4><h5>Heading level 5</h5><h6>Heading level 6</h6>TextI just love <strong>bold text</strong>.Italicized text is the <em>cat's meow</em>.This text is <em><strong>really important</strong></em>.Lines can be done 3 ways---___***Blockquotes> This is a blockquote---> This is a blockquote>>> This is nested a blockquote***> #### The blockquote has a heading>> - bullet point 1> - bullet point 2>> *With* more format

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Justin M12
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Ben HizakActive User
asked in Contacts
Filter behavior surprising

Hi,I am looking for all users who are not affiliated with companies.The filter behavior is unclear.I filter for company is unknown but I am getting users with or without a company. See picture below  One more image: 

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bernice
Expert User ✨
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Kobi BNew Participant
asked in Contacts
Can I assign an owner to companies?

How can I assign owner to a company? We are a B2B business and our reps are each assigned to a group of companies. We can assign owner to contacts but those change often and we need to segment companies by their account owners. Thanks,

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bernice
Expert User ✨
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vyenNew Participant
asked in Contacts
External Links on Contact Page

How can I dynamically insert an external link in the user ID field on the contact page, so that clicking on it directs to another website? 

861
mateusz.leszkiewicz
Intercom Team
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MellNew Participant
asked in Contacts
Updating company attribute with Zapier

Hello brains trust! I am trying to find an easy solution to take a property from Hubspot and put it into a Company Custom Attribute in intercom.I’m using Zapier and everything is going well until I get to the “Company” in the action.My flow is this:Trigger: Property update hubspot.Only continue if: property matches what I want.Find company in Intercom.Action: Update company in intercom - for “Company (Required)”, I point it to the “Company Id” from my find.Then I get an error: Failed to create a company in IntercomThe app returned "missing 'company_id' parameter". This exact workflow works if I were to tag a company, so the ID definitely matches up.I’m at a loss - is this just not possible, or am I doing something wrong? Halp! Thank you!!

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Cassandra D12New Participant
asked in Contacts
How do I change users to companies?

We have the Salesforce app, and all our clients have accounts in Salesforce, but you can only sync data to salesforce accounts via companies. All our contacts in intercom are either leads or users. So how do convert users to companies in order to sync data?

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Employee
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João Paulo FiorezeNew Participant
asked in Contacts
Is it possible to add multiple addresses to the same User ID?

I’m working on the data of my company via intercom and some of my clients with the same User ID have more than one subscription plan, with different addresses. Is it possible to save multiple contacts with the same User ID? Do i need to provide one User ID for each subscription plan?

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Nathan Sudds
Top Expert ✨
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Andy PNew Participant
asked in Contacts
Using a form submission to convert a visitor into a lead

Intercom's Visitor model captures info about anonymous website browsers like pages viewed and their UTM source info. This is super valuable and if they send a message through Intercom the visitor is converted into a Lead so you can see all of that valuable info.  What I can't figure out is how to convert a Visitor into a Lead using a form submission. Intercom does not offer any form tools so the form necessarily must sit elsewhere. I am happy to use most form builders (Typeform, Google, etc). As it happens I'm currently using Unstack's built in form tool. All of these form tools allow you to create a new Lead in Intercom using Zapier but this is not connected to the Visitor so it provides none of the valuable intelligence about the person's journey before they completed the form.  Are there any ways, ideally using no code tools like Zapier, to convert a visitor into a lead when they complete a website form?  When I was exploring GoSquared they offered a method to do

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E
ErneConnector
asked in Contacts
How can a team member manually add information to Company data?

Or, is there a way to integrate an API call that somehow adds a company note? Basically, our support of our companies revolves around events, which we're wanting to expose to our chat support team. We're looking at CRM's right now to possibly be able to sync this information somehow, but it's not always available, so if a chat agent finds this information out, I'd like a way for them to be able to add it so that it sticks to the Company profile somehow. The only way I can think of right now is for them to just add this via company note. But exploring Qualification data, it seems like this could be collected via bot, which would alleviate some of that workload by our team! It seems like qualification data is the only set of fields that can be manually edited, and all others are custom attributes able to receive information via API or other sync methods from outside sources. Is my understanding correct? Also - with qualification data, I'm unsure if that info flow

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RAMTAMANGNew Participant
asked in Contacts
Visibility Delay for API-Created Contacts in Intercom?

Why do contacts, created successfully via API with a 201 Created response in Intercom, not appear in API searches or lists immediately? Is this delay typical, and are there any suggestions to ensure prompt availability of newly created contacts in both the Intercom interface and API searches/lists?

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Jacob Cox
Intercom Team
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Kirsten NelsonNew Participant
asked in Contacts
How to use an IVR system ("press 1") on outbound calls without a dialer?

We currently have several clients whose phones require pressing 1 or 2 in order to connect. On Intercom Help Desk we are unable to use these functions which means we aren’t able to connect. How do we make this work for our outbound calls? All articles about IVR systems on Intercom pertain to inbound. 

2911
Jacob Cox
Intercom Team
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Finn ShewellNew Participant
asked in Contacts
How to unfreeze user tags when they become glitched?

user tagging seems to be frozen / broken in my intercom account in the ‘contacts’ section. It's been stuck populating a tag for 20 minutes, with the loading icon that says 'contacts are being added to tag' when you hover over it. This is happening across different devices / accounts, and seems to be blocking both the creation of new tags, and the archival or deletion of the tag that's stuck. The tag is only trying to populate 199 user accounts, so shouldn't take long at allhas anyone else run into this issue, and how did you overcome it if so?

331
mateusz.leszkiewicz
Intercom Team
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CheyenneNew Participant
asked in Contacts
Is there a way to explicitly set the First Name for a contact?

Hey all! First post here.  So here is my situation: One of our users is named John Michael LastName - "John Michael" being their full first name. We send a lot of outbound messages (emails, posts, etc.) and use the First Name token to pull in everyone's first name in our greeting. Unfortunately, for this user, it is just pulling in "John" every time. This user has written us back multiple times letting us know their full name and that they would like to be addressed as such (understandably!). So, I am wondering, is there any way we can explicitly set in Intercom that their first name is "John Michael" and NOT "John"? Thanks in advance! 🙂

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Jacob Cox
Intercom Team
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User2397New Participant
asked in Contacts
Is it possible to assign a user to an existing company?

if we receive an email from a new user that is part of an existing company, we do not have an easy way to link them to the company.  I do not know how to do anything with API and it seems silly to hire a developer everytime I need a little change.

6455
Jacob Cox
Intercom Team
Brandon Foret
Brandon ForetNew Participant
asked in Contacts
Manually Updating Contact Avatars

How would I manually update a contact’s avatar? We cannot send the profile picture from our website/user accounts to Intercom. Does anyone know of a more manual way to do this? Examples would be if there were a way to add a Linkedin link that would parser the profile image link from there and post it to their Intercom contact page. I use Popl and it can automatically scrape information from the web to autofill contact cards, and I am trying to find something like that. I am also trying to make this with Zapier but for some reason I can’t find the correct attribute key to use for the avatar itself.

3222
Jacob Cox
Intercom Team
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Ozan YNew Participant
asked in Contacts
Add Plan to Company

I can not see any plan. Actually I don't find how to add plan to Intercom. 

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Nick L14New Participant
asked in Contacts
Can I use metadata from an event in creating a segment?

I have an event that comes from Stripe called "received discount" which has metadata coupon_id, percent_off, amount_off, and duration. I want to be able to create a filtered view for users that received discount with a specific coupon_id. I am able to view this event and metadata in the user profile it just appears that for filtering purposes you can only filter on date or count.

3523
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Patrick H12
Patrick H12Connector
asked in Contacts
Is it possible to create a calculated field or input data into a field based on the value of another field?

Hey everyone,What I’d like to do is create a new contact field called “App URL”. Then I’d like to autofill this information based on data from another field. For example, if email contains company.com.au then I want the App URL to be “app.company.com.au”.Alternatively, is there a way to simply get the current page URL to use in an outbound message Action?

2181
Eden
Employee
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Ian MaisonConnector
asked in Contacts
Creating a Company advice

I understand that Companies need to be created via API, I also understand they show when they have 1 associated user - but sadly even with the Developer Hub and knowledge of sending API requests and Postman as well; I can’t get this to work at all.For Attaching a Contact:Why does the Body only include an ID? No company ID, user ID ever seems to do anything with this.{ "id": "64e5e25c35824d3aabb0e535" }Is there a video or simple walk through that simply shows how to create a simple Company and associates 1 User; it would be really helpful as its far too time consuming.After hours of trying, still cant create a single Company or attach one user.

2051
Racheal
Intercom Team
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Kurt StuartNew Participant
asked in Contacts
Replace entire Contact list

I have a need to cleanup my contact list. I would like to delete all current clients and import a new list. (we do not have an API integration and manually load clients)My thought is:1)Export the current list and save off.2)Copy the export list to edit Contacts, Segments and Tags3)Import the new entire list into IntercomCan anyone tell me if this is the BEST way to accomplish this?  

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Jacob Cox
Intercom Team
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CochiseNew Participant
posted in Contacts
How can I see how many of my users are online right now?

How to get the actual count of how many users are online right now, without having to count them by scrolling and counting manually.

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Søren Sprogø
Søren SprogøNew Participant
asked in Contacts
Exporting all Contact event data

Hiya.We push event data on our contacts. Like when they perform a “search” or a “download”, some of the events with additional properties like “keyword” or “download type”.Is there any way to export ALL events on all contacts, so we can do some data mining on them with our own tools?Export either as plain CSV’s, or maybe to tools like BigQuery?I’ve had a brief look at the API, but it looks like (I may be wrong) you can only query events for specific contacts. We need the events from everyone.Or are there maybe apps than can be used for this? SeekWell maybe?/Soeren S.

4784
Milan
Top Expert ✨
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Anton KovalNew Participant
asked in Contacts
Requesting contact by its ID via API - Not Found error

Using the legacy users API endpoint, I can lookup a user by its User ID:```In [36]: INTERCOM_API._wrapped_api._session.get("https://api.intercom.io/users?user_id=64b9893ad6e27c3ffdeda313").json()['id']Out[36]: '64b9893b1c83c9c6ed44a05c'```The same ID I see in the UI, all good:But when I’m trying to access this user (contact?) using the new API, I get 404:```In [37]: INTERCOM_API._wrapped_api._session.get("https://api.intercom.io/contacts/64b9893b1c83c9c6ed44a05c").json()Out[37]:{'type': 'error.list', 'request_id': '001lpi4kfnoevvqlhh30', 'errors': [{'code': 'not_found', 'message': 'Contact Not Found'}]}```Please advise.

1001
Eden
Employee
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