Integrating Intercom with Factori platform for data enrichment

What is Intercom?

Intercom is a complete automated and human customer service solution. Customer service and support teams at more than 25,000 businesses use Intercom's complete customer service solution every day to drive faster growth through better relationships.

Steps to integrate Intercom with Factori

Create Workspace

You'll need to set up an Intercom account in order to get started.

Create App

  1. In Your Apps, click New App:

  2. In the modal box, put the name of your app and select the workspace you want to install it on:

  3. Click Create app. This will create the app and pre-install it to your selected workspace.

Retrieving the Auth Token

Profile → Your Account → Authentication → Copy Token (of the app from where you would like to consume data)

You can also manage which workspace your app is installed on within the Your Workspaces page and gain Access Token's for each of these workspaces.

Navigating to the workspace

Account → [Test Account]

Integrating your Intercom with Factori

  • Click on add integration on the Factori platform
  • Under the CRM section you will be able to view a tile for Intercom, click on it.
  • Enter a name for your data source
  • Paste the API that was copied from Intercom
  • Select the frequency with which you would like your Intercom data to be enriched
    • Monthly - Your Intercom data will be enriched on the 1st of each month
    • Quarterly - Your Intercom data will be enriched on the 1st of each quarter
    • Custom - You can specify the date on which the Intercom data needs to be enriched. Once you select the data the Enrichment will take place NOW and once on the date selected

Insert here -> TODO [image of intercom integration page]

  • Click on next to save the configuration

You will be able to view all your newly created integration in the my integrations page.