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Contacts & Companies

Track your customers in the Intercom platform for better relationships

  • 178 Topics
  • 517 Replies
178 Topics
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Dillon CNew Participant
asked in Contacts & Companies
How can I create a newsletter from leads we've collected on our blog?

We want to do email capture on our blog, which I'm clear on how to do, but I'm not sure how to segment those leads (and ideally users) into a group to which we send a weekly or monthly newsletter. How is this currently modeled and are there any examples of someone doing this that I could refer to? The ideal outcome here is that we combine active users and leads collected on our blog into a segmented group so we can send a weekly newsletter.

1681
Racheal
1 year ago
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Brian F13New Participant
asked in Contacts & Companies
What is the best way to organize/track a user who may reach out us using identifying information we don't have stored?

Our income Account is linked with our customer built user tracking program and when a customer reaches out to us using contact info we have on file it will group all that information into a single thread. However if that customer calls or emails us using contact info NOT on file it starts a new thread. I have two specific questions. 1) Is there a proactive way that we could automatically catch that the same person has reached out on different email. maybe a way to track the IP address of the computer they are using. 2) in cases where someone reached out using a different phone number can we attach or combine two different threads? As a customer service team it is getting confusing when we have to track the same issue over multiple different threads.

1281
Oseas
1 year ago
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ToniNew Participant
asked in Contacts & Companies
I need to download all activity for one customer, including the lifetime history of page views and visit time stamps. Is that possible?

We have a "customer" who is committing theft of IP. I am trying to download the entire history of this customer's time on the website, which I know is timestamped by Intercom but we are only shown a small snippet on the customer profile page. Does anyone know of any way to download a more complete history of customers? What I love about Intercom's tracking is it shows dates and times. This would be really helpful.

621
Oseas
1 year ago
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User2397New Participant
asked in Contacts & Companies
How do I add a company?

Can I use www.make.com to create one? How do I edit details from the UI? It appears I cannot create a company? So I used www.make.com to add a company from a spreadsheet, but since its not associated with a contact I cannot view it. I don't know how to link a contact to a company through the UI either?  Any suggestions? 

4271
Racheal
1 year ago
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Jose CNew Participant
asked in Contacts & Companies
Create a company in Intercom

How to create a company in Intercom? 

3212
U
1 year ago
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Chelsea WNew Participant
asked in Contacts & Companies
Can Customer Details be Modified?

Hello Everyone,  Our CSMs/OBCs often forward customer emails, which pull into Intercom as our company. We are trying to track chats per company, which skews those results. I tried updating the email address in the chat field, but the details stayed the same.  Is there a way to update the customer details?  Thanks!

2381
Oseas
1 year ago
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Drew P12New Participant
asked in Contacts & Companies
Is there a good reason we should not create new customer records as users (vs. leads)?

We have a lead gen process where consumers are providing us with qualification information so our customer success team can interact with them. We are using Zapier to feed this data into Intercom. We want to be able to crate events for these new customer records (such as Calendly events and the information from the lead form).  (As best we can tell), Zapier allows for the creation of events for Users but not for Leads. Looking at the Lead vs. User definition, Leads are a more accurate description of these consumers. However... if we can't use Zapier to append events to leads... is there a good reason we can't use User records to track these consumers?

491
Daniel M15
2 years ago
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John JNew Participant
asked in Contacts & Companies
How long does it take to receive an export of companies or contacts?

I submitted an export request for companies a few days ago and haven't received a notification in my email. I did another today to see if it was a fluke.

482
J
2 years ago
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Sam D12New Participant
asked in Contacts & Companies
How can I archive/export conversations in bulk?

I would like to archive a large number of users but keep their conversations. Archiving a user causes the conversations to be lost. I can archive a single user conversation but I can't find a way to do it in bulk (10,000ish users)

2042
V
2 years ago
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User955New Participant
asked in Contacts & Companies
Can I hide contact information from teammates?

How can I hide the contacts details from agents. As we hire external temp agents, I would like to prevent agents from seeing the full names, emails and phone numbers of customers. Is this possible?

3119
Milan
Top Expert
2 years ago
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Jacob T12New Participant
asked in Contacts & Companies
API Contact 'Error while serializing AppCount endpoint json result.'

I am using the Dotnet API library and attempting to retrieve a lead through the ContactsClient, but am recieving the error 'Error while serializing AppCount endpoint json result.' This appears to be to do wuth the SocialProfile list/model as the SeaializationType is: System.Collections.Generic.List`1[[Intercom.Data.SocialProfile, Intercom, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null]] Has anyone else uncounted this issue or know of a solution?

231
Daniel M15
2 years ago
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ZeeNew Participant
asked in Contacts & Companies
I'm trying to import an 8k+ leads list, but only ~3700 go thru. Anyone know how to fix this?

The leads are all accurateNo error is shown, just that 3700 have been added 

193
Z
2 years ago
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Robert L12New Participant
asked in Contacts & Companies
How to Filter Contacts with "Blank" email. 'Unknown' does not bring up the Leads with no email present, and searching for a blank field is not something that is coming as obvious for me.

Looking for 'People' who have these types of details.

701
Shauna
2 years ago
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UnmuktNew Participant
asked in Contacts & Companies
How do I get Intercom to identify the user on my webapp?

I am using Intercom for my webapp. The webapp has a slack login, and I want Intercom Company, User details to be updated basis who has logged in through slack. How does Intercom currently handle this? What are the best practises that one should be aware off? Use case:Product tours need to be personalisedRules for Intercom series require metadata on user login, which Intercom currently doesnt have.

4911
Racheal
2 years ago
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TESTNew Participant
asked in Contacts & Companies
Update "social_profiles" in contact

Hello, I'm using your API to create a contact.In contact model there is a field called "social_profiles"https://developers.intercom.com/intercom-api-reference/reference/contacts-model#social-profile-object How can I update it using API?I don't see an example herehttps://developers.intercom.com/intercom-api-reference/reference/create-contactOr herehttps://developers.intercom.com/intercom-api-reference/reference/update-contact

974
Milan
Top Expert
2 years ago
H
HoldenNew Participant
asked in Contacts & Companies
Creating a segmented list of users for an email blast and as I add filters using "or" - meaning to bring in other potential users, the list is actually shrinking - not sure it if is a bug?

I am creating a segment of users to send a mass email. I have a few "and" filters set... i.e. Email (Has any value) AND Country (United States). Then, I try to add another filter using AND but want to only use certain data points for the specific filter -- for example "Soccer" OR "Basketball" (we don't want to send to Baseball). For whatever reason, as I add "Basketball" - it is actually reducing the number of users in the segment. Does anyone else ever have this issue and know a workaround? I have tried a few different ways and have shown multiple people at my company to make sure it is not user error.  Thanks, Holden

701
Daniel M15
2 years ago
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User327New Participant
asked in Contacts & Companies
Can't search in contacts via API

I am trying this code:$intercom = new \Intercom\IntercomClient($secretKey);$intercom->contacts->search([ "query" => $['field' => 'name', 'operator' => '!=', 'value' => 'Alice'],]); As I understood: "name != Alice" should return all my contacts.But as result I have exception: Not Found (404) in php-http/client-common/src/Plugin/ErrorPlugin.php line 83 What I do wrong?

45312
U
2 years ago
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TimurConnector
asked in Contacts & Companies
What is the way to create contact with `utm_*` fields? Nothing is declared on create/update contact pages

What is the way to create contact with `utm_*` fields? Nothing is declared on create/update contact pages

613
Racheal
2 years ago
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User110New Participant
asked in Contacts & Companies
Is there any possibility to see "the last seen" time of each user on Salesforce?

I am looking for a possible solution to obtain automatically the last seen time of each user and have it connected on Salesforce.

452
C
2 years ago
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Inter C12New Participant
asked in Contacts & Companies
How do I untag users?

I’ve accidentally tagged a lot of users in bulk, how do I untag them?

1333
L
2 years ago
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AbeNew Participant
asked in Contacts & Companies
API returns user not found when the ID is correct

import { Client as IntercomClient } from 'intercom-client'   const intercom = new IntercomClient({ tokenAuth: { token: process.env.INTERCOM_TOKEN } }) intercom.useRequestOpts({ headers: { 'Intercom-Version': 2.4, } })   const trackIntercom = async (email, event, res) => { const responseContact = await intercom.contacts.search({ data: { query: { field: 'email', operator: '=', value: email } } })   const intercomContactID = responseContact.data[0].id console.log('Intercom ID', intercomContactID) // returning correct id   try { const responseEvent = await intercom.events.create({ eventName: 'TEST EVENT', createdAt: new Date(), userId: intercomContactID, metadata: {} })   console.log(responseEvent) } catch(err) { console.log(err) //User not found }   res.status(200).end(JSON.stringify(responseContact.data[0])) } 

1212
M
2 years ago
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Ron HNew Participant
asked in Contacts & Companies
How to convert users to leads?

Hi, I imported leads from a conference, but all of them came in as users. How do I change them to leads?

2302
R
2 years ago
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User1287New Participant
asked in Contacts & Companies
How could you create conversations from our internal clients from same domain mail ?

Hello there,we have external clients which is easy to create conversations. But we have also internal clients who have the same domain mail than the universal inbox (support@kesselmedia.fr) and these clients who are not operator, have some questions to ask also (they have an email @kesselmedia.fr. How could they create conversation, whithout being operator, but using support@kesselmedia.fr like a normal client ?  Best regards,Ludovic

191
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Innovator
2 years ago
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User1062New Participant
asked in Contacts & Companies
Is there a way to list archived contacts?

We're syncing our customer's Intercom contacts to our system, and when they archive their contacts we want to know which contact we need to update on our system. Is this possible? Edit April 30After some testing. I think it's the other way around. If customers archive their user user.deleted event will be called. But again, if they archive more than 1 user (I tested archiving 2 users), the webhook event will never arrive. Also, if I permanently delete user data, no webhook will ever deliver. Then my question would change to is there a way to know a user has been deleted on Intercom or know if multiple users have been archived?

3831
Daniel M15
2 years ago
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Ben S12New Participant
asked in Contacts & Companies
How to automatically tag or segment users based on their email domain?

We want to automatically group all users that contact us from a specific domain, e.g. @google.com I'm not sure what best practice is, where this is Tags, Segments or other? This will also be used in our Salesforce integration to sync a field across

2101
A
2 years ago
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