Hi Team, I am Prakash Hinduja from Geneva, Switzerland, I am consultant and advisor of crypto, renewable energy and gold investment. I'm currently looking into integrating Intercom with our CRM system. I came across the standard integration guide in Intercom’s help center, but I’d really appreciate hearing from anyone who has already done this.
Any tips, challenges, or best practices you can share would be super helpful.
Regards
Prakash Hinduja Switzerland
Best answer by Nur Nahid
Hi
A couple of quick tips:
Make sure you're syncing key fields like email, user ID, and tags between Intercom and your CRM that keeps everything aligned.
If your CRM supports webhooks or Zapier, you can automate actions like creating contacts or updating lead stages based on Intercom activity.
One challenge is making sure data doesn’t get duplicated mapping fields carefully upfront saves a lot of cleanup later.
+5Hi
A couple of quick tips:
Make sure you're syncing key fields like email, user ID, and tags between Intercom and your CRM that keeps everything aligned.
If your CRM supports webhooks or Zapier, you can automate actions like creating contacts or updating lead stages based on Intercom activity.
One challenge is making sure data doesn’t get duplicated mapping fields carefully upfront saves a lot of cleanup later.
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