How to Connect Intercom as Data Destination
The integration will allow you to create a users/leads in Intercom based on data from other systems. For example, you can create leads in Intercom from your website, landing page, or Google Sheets. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually create each lead.
Let's go through the entire Intercom setup steps together!
Navigation:
1. What will integration with Intercom do?
2. How to connect Intercom account to ApiX-Drive?
3. How to setup data transfer to Intercom in the selected action?
4. An example of the data that will be sent to your Intercom.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Intercom.
Next, you need to specify the action "Create USER / LEAD" - a new user/lead will be created in your Intercom account.
The next step is to select an Intercom account to which leads will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, enter the data for authorization in your personal Intercom account.
Give your permission to ApiX-Drive to work with this account.
If, when you connect a new Intercom account, the same account is pulled up for you, switch to "incognito" mode in your browser and connect a new account.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to setup the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Intercom.
Select the required Google Sheets fields, click on the parameter and it will be assigned to the selected Intercom field.
Please note that you can use not only variables, but also manually entered data, for example, you can specify "Facebook_lead" in the lead name. Also, all these data can be combined with each other.
Now you can see the test data.
If you want to send test data to Intercom in order to check if the setup is correct, click "Send test data to Intercom" and go to your Intercom to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable auto-update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Intercom as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!