Setting up Intercom

Rasmus Gripenfrid Updated by Rasmus Gripenfrid

It can take up to 48 hours for the data to show in the Dreamdata app once you successfully integrated it.
  1. On Dreamdata's main menu, click onto the Data Platform, and thereafter “Sources".
  2. On the Sources page, select "Intercom", either by scrolling down a bit or by searching for it, using the search bar.
  3. Click "Enable" (a new tab will open).
  4. In order to proceed you need to be signed in to your Intercom Account.
  5. Grant Dreamdata.io access by Clicking "Authorize Access".
  6. You're all set 🔥 It can take up to between 24 – 48 hours before data begins to appear.

Access required

Make sure that the user creating the integration has the following permissions:

  • access to people, companies and account lists
  • access to lead and user profile pages lists
  • export for lead, user and company data
  • access to all conversation
By default, we pull in the following objects:
  1. Companies
  2. Contacts
  3. Conversations

We bring in both chats and emails, and we separate by the following definitions provided by Intercom:

  • customer initiated
  • admin initiated
  • automated
  • operator initiated

How will the data be mapped into Dreamdata:
  • Conversations will be mapped to a company in your primary crm by the email address of the user
For touchpoints we set the following parameters

Event

channel

source

Medium

Chat

Chat

Intercom

Chat

Email

Emails

Intercom

Email

How did we do?

Setting up Google Search

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