Contacts & Companies

Track your customers in the Intercom platform for better relationships

  • 164 Topics
  • 487 Replies

164 Topics

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ErneConnector
asked in Contacts & Companies

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

4
M
21 hours ago
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RAMTAMANGNew Participant
asked in Contacts & Companies

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?

1
Jacob Cox
1 month ago
K
Kirsten NelsonNew Participant
asked in Contacts & Companies

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. 

1
Jacob Cox
1 month ago
F
Finn ShewellNew Participant
asked in Contacts & Companies

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?

1
mateusz.leszkiewicz
2 months ago
M
MellNew Participant
asked in Contacts & Companies

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!!

1
bernice
2 months ago
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CheyenneNew Participant
asked in Contacts & Companies

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! 🙂

6
Jacob Cox
2 months ago
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User2397New Participant
asked in Contacts & Companies

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.

5
Jacob Cox
2 months ago
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Michael J11Connector
asked in Contacts & Companies

Can I add multiple email addresses to one contact & manually merge duplicates?

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

28
A
3 months ago
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Inter C12New Participant
asked in Contacts & Companies

Why do I have duplicate users?

I have duplicates of some users, all with the same email address. How did this happen? How can I fix it?

30
E
3 months ago
Brandon Foret
Brandon ForetNew Participant
asked in Contacts & Companies

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.

2
Jacob Cox
3 months ago
O
Ozan YNew Participant
asked in Contacts & Companies

Add Plan to Company

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

2
P
7 months ago
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Nick L14New Participant
asked in Contacts & Companies

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.

3
X
7 months ago
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Patrick H12New Participant
asked in Contacts & Companies

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?

1
Eden
8 months ago
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Ian MaisonNew Participant
asked in Contacts & Companies

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.

1
Racheal
8 months ago
K
Kurt StuartNew Participant
asked in Contacts & Companies

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?  

2
Jacob Cox
8 months ago
J
Jeffrey HConnector
asked in Contacts & Companies

How to import company's

Hi, I just exported a few companies but there seems no way to reimport the company's, it's only possible to import leads and users. Is there a way to import the the same data?​sadly there are alot of features, that are not available for companies.

4
I
8 months ago
C
CochiseNew Participant
posted in Contacts & Companies

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.

5
D
8 months ago
Søren Sprogø
Søren SprogøNew Participant
asked in Contacts & Companies

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.

4
Milan
Top Expert
8 months ago
A
Anton KovalNew Participant
asked in Contacts & Companies

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.

1
Eden
9 months ago
M
Matej DeakNew Participant
asked in Contacts & Companies

Problem with importing several times same CSV

I have imported CSV into Intercom to target certain amount of couriers. During the day I have made changes to the several tagged people and therefore needed to change CSV and upload it again. On the first attempt, Intercom pointed an error saying that there are already users who are imported with same email/name etc... and suggested me that I need to delete them. So, I went to my imported CSV and "archived" it and uploaded new CSV (new CSV contains almost same persons) and it worked very well.  During the day, I needed to change imported CSV again. So, im remaking the whole process from above (archiving actual one) and uploading new one. This is the point I am stuck now. It can not be done twice. I get an error that there are already users who are imported with same email/name even though I have archived them like first time, and it doesn't allow me to import CSV like first time. Kinda need help ASAP. Does anyone know how to import the same CSV for the second time? 

1
Shauna
9 months ago
M
Michael H17New Participant
asked in Contacts & Companies

How can I track inbound phone calls?

We are using Intercom for Chat- and E-Mail based customer support. Some of our clients are still calling us by phone - and I would like to track these calls in Intercom, too. Is there a way to create a new "fake-conversation", in which i could track my phone call:who calledwhat was the date/time of the callwhat was the content of the callthis would allow me to (hopefully) have a detailled reporting about our support cases - including phone calls. has anyone ever done something similar?

2
T
10 months ago
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Weston McBrideNew Participant
asked in Contacts & Companies

How can I get a weekly email report with the list of slipping away users and companies?

Hi there - I’d like to get an email each week of the users and companies in custom filtered lists in the Contacts section of Intercom. For example, which users or companies are slipping away each week? I feel like there’s gotta be a way to do this but I can’t figure it out. I get the daily emails which include the default company slipping away logic, but I can’t figure out how to modify that. 

2
W
11 months ago
vartan.kourshounian
vartan.kourshounianNew Participant
asked in Contacts & Companies

Bulk delete users in Intercom

Hello, I currently created a segment called Inactive Users which basically are the ones who aren’t active in the last 30 days and I have around 10K+ users that I want to directly delete permanently from Intercom. I checked this article https://developers.intercom.com/intercom-api-reference/reference/deletecontact but since I am not a technical person, I was wondering if its possible for someone to guide me in the steps needed to get the job done.

4
vartan.kourshounian
1 year ago
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Madhu SoodhananNew Participant
asked in Contacts & Companies

When did my user unsubscribe?

Is there a way to know when a user unsubscribed? Which campaign pushed them over the hill, etc.? 

1
Daniel M15
1 year ago
S
Sarah KindNew Participant
asked in Contacts & Companies

Filtering companies by missing tags

Hi, we use Intercom to send out support related notifications. We tag companies as being either UKI or US. I want to be able to pull a list of companies that do not have either of these tags (to ensure one of these tags is applied) but not sure how to do this if anybody has any suggestions please!

1
P
1 year ago
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