Integrate Intercom with Leads Gen


#1

hey everyone
we are interested in integrating Intercom with our Lead gen system.
Use case : we track our visitors and customers on our site. Our Lead gen system scores every visitors based on his past history.
We would like our agents to prioritize and script our conversations based on these scores in Intercom.
Questions
The scores, scripting etc are accessible via our api, and we have some dev skills.

  1. how do we integrate Intercom with 3rd party systems
  2. can the Intercom agent UI be extended to show some of this 3rd party CRM data
  3. could you point to some of the relevant developers guide
    Andrew

#2

Interesting use case @Andrewsmaudience - we have a couple of partners that have similar apps likewise :slight_smile:

  1. Use our REST API - The leads endpoint (and potentially users endpoint) are what you need to update those customers with the custom attributes you want to bring in. You can programtically POST to these endpoints - all you need to do is ensure you also provide the identifier for the lead. We also have SDKs.

  2. We only allow for our app framework to be used in the Messenger currently, but we are exploring other concepts as to where it could go and how it could be used :wink: For now, you can add them as qualification data (in the UI) so they show high on the profile of the lead.

  3. Links are in answers above - if you need anything else, let me know, and otherwise have a click around on the Dev Docs.


#3

Hi @zach I actually have a question about this as well.

Right now we send all of our SaaS leads email exclusively through intercom. My job, as a marketer (NOT a dev), is to add lead-gen forms to all of our (many) blog posts.

I know that our lead developer at one point in the past used the REST API to build a shortcode button on our website that triggered a free download. Once a week I have to manually collect all of those email addresses in order to start sending them messages.

I’d like to know before I talk to our lead developer: Is it possible to add some kind of custom attribute when someone opts in using one of our CTAs to trigger an auto campaign to start sending?


#4

Hey @Chris2 - yeah, it’s possible to do this. You could even do it directly through our Javascript API if needed, calling Intercom('update') with the relevant details (ie. the email, and a custom attribute to say they submitted that form) :+1: More on the JS API here.