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I'm looking to setup an automated way to take custom attributes synced over to IC as Company Data, and put that into a spreadsheet for our agents to use as a 90-day audit.

  • December 3, 2020
  • 3 replies
  • 105 views

I'm looking to setup an automated way to take custom attributes synced over to IC as Company Data, and put that into a spreadsheet for our agents to use as a 90-day audit.

 

I thought I could do this with a Series (using the Series action to tag the company) and then using zapier to "see" that company tag and input the relevant information into an Airtable, but I'm running into trouble because the Series feature only supports USER tagging, and the company data I need isn't included in the user section in a way that is useable as many of our users are attached to multiple companies.

 

Have you guys found a good way around this? @eric f11​ do you have any ideas? I'm open to using more 3rd party apps if I need to, but I'm trying to not take up any dev resources for this.

3 replies

  • Active User
  • 15 replies
  • December 7, 2020

Hi Nicole, I'd like to better understand your use case to offer a solution.

 

Are you trying to sync only company attributes or do you want to also associate the attributes to users? My understanding is that you want to list all users and the company attributes associated with those users which can be challenging with users being part of multiple companies. The Contact Model on Intercom can be fetched but it only gives you a list of companies a user is associated with.

 

On the other hand, if you just want to list all company attributes, you're probably looking for the Company Model which can be easily pulled via the API using Zapier or Integromat.

 

In fact, you can actually pull both -- the Contact Model and the Company Model in a single spreadsheet and have it update automatically.

 

Can you list the columns that you would want to see in your spreadsheet? Happy to help solve this!


  • Author
  • Active User
  • 17 replies
  • December 8, 2020

It would only be company-specific attributes. What zap would you use to just grab company data? The only triggers I saw for Intercom were tag-based and not applicable to what I'm doing.


  • Active User
  • 15 replies
  • December 8, 2020

Yeah Zapier has very limited integrations and hence I would recommend using Integromat. Once you connect your Intercom account to Integromat, you will need to use the List Companies module which will return data about all companies along with tags, segments and custom attributes. You can then easily map this data to a Google Sheet/Excel/Airtable etc.

 

Your scenario would look something like this and you can choose to run it on a schedule that works for you (once a day/hour/etc).

 

Screenshot at Dec 08 13-00-29


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