Why Speed Alone Isn’t Enough?
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Is there any roadmap for being able to add multiple email addresses to a contact?We integrate with Hubspot and we can merge profiles together in the console along with being able to have multiple email addresses for the same contact. The issue we are facing is that we have someone reach out to us who isn't authenticated and they enter their email address, it's different to the one they authenticate with and it creates a lead profile. Or the send us an email or they reply to an email in a thread from a different email address. It creates them as a lead.We can have some users with 4 different email addresses, but they're the same person representing different brands. We treat them as 1 user in our platform also.Intercom counts them as 4 people towards your contacts and also holds it for 90 days since the last contact which means we end up using more contacts than we really are. It would be handy if you can identify them in the console and hit a merge function, the same way Hu
We can choose which attributes are shown (or hidden) but how can we re-order the list? For example, we might want the first 3 items to be: phoneconnection countjob title but display a lot more than this below. At the moment we need to scroll to find these higher value fields in a longer list. We'd rather see them at the top.
Can I add a note to a company via the API?
Hi guys, do you know where can I see my archive users and can I unarchive them? Thx
I have duplicates of some users, all with the same email address. How did this happen? How can I fix it?
Hey everyone, We source users from 3 different apps and differentiate user_id. User IDs follow a letter sequence pattern like XVEOP. Recently we noticed that users in the different apps can have the same user_id, causing an issue with identify verification in Intercom. So we decided to implement a new user_id schema for Intercom where we prefix the user_id with the app region (e.g. us-XVEOP, au-WVMNX, etc). This achieves the result where we truly have unique user_ids in Intercom, however it’s resulted in duplicate users being created for every single user…I’m wondering if anyone has a strategy for the best way to handle deduplicating this while preserving as much of the data as possible. I did come across this community suggestion but I note it’s about 4 years old and I’m wondering if it’s still he best approach. Any ideas on where to start?
When I try to archive an attribute, a modal pops up saying, “Checking for dependent segments and messages...” and has a spinner and a Cancel button. But it never does anything, it stays hung there.
Hi all!I would like to have my forwarded emails appear as users and not leads. Is this possible? At the moment all contacts that are created from forward emails appear as leads. Any help in this issue would be greatly appreciated.
I’m trying to tag users who visit some of my pages, so I can send them targeted communication and let agents know about it. Is there a way to tag users who have previously visited a page? I see how I can tag new visitors. Can I tag past visitors? The user segmentation filters don’t include page viewed.
Hello,This is a question I’ve had for quite some time, but is there anything that can be done to create custom data objects (not attributes) in Intercom that go beyond Contacts and Companies? In our case we’ve been sending the data to People and Companies for quite some time, but the data structure has always been an issue, as we needed to attribute the data to either a person or a company, which means that we cannot cover all customer data as in our business customers can have, for example, multiple licenses with multiple users within the same team 😁 In the perfect world, it would be great to have a flexible CRM-like data structure, where I can just go ahead and create a custom data object that I can attribute to a user. I know that we can use Custom objects withs Custom actions, but I’d much rather like to have the data at hand that I could use for outbound message targeting. What are your best practices to overcome this challenge?
In our intercom test environment we have the same custom attribute “x” on both people and companies to allow us to segment our customers/companies. When i try to create the same in our production env i am able to create the attribute in people, but when i try to create it also for companies i get an error “you can not create the atrribute “x” on companies since this already exists in people?
how to update the name of a visitor on an outbound call?
We have Custom Attributes for users, to link them to their respective companies. When you click the attribute, is there a way to make the company information appear in the same tab, currently it opens a new tab.
To start with, Hubspot is telling me to ask Intercom for help, and Intercom tells me they can’t do anything and to ask Hubspot.I am trying to sync new companies created in Hubspot to Intercom. In Hubspot, for some reason I have two integrations (this may be problematic, I don’t know).The “Built by Intercom” Intercom integration won’t let me edit anything.The “Built by Hubspot” integration is editable. When I configure it, it says that thousaands of companies are in sync, a handful are failed, and a handful are excluded (this is expected). In Intercom I have only a few dozen companies in my contacts section (this is unexpected). When I look further, I see specific companies and see that the system thinks they are indeed synced. I look for those specific companies and do not find them. To summarize so far, the Hubspot integration tells me everything looks great, but in Intercom, I don’t see the companies.To make matters more complicated, but to provide another hint at the problem, I have
How can I sort companies alphabetically by name? I want to identify duplicate companies, but I can’t sort them by name.
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?
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
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:
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,
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?
