Contacts & Companies

Track your customers in the Intercom platform for better relationships

  • 165 Topics
  • 488 Replies

165 Topics

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User639Connector
asked in Contacts & Companies

Is there a way to collate all new leads in a day?

In my company, sometimes there are a lot of new leads to response and, at the end of the day, there may be a few pending answers. So, what I'm looking for is a way to sum up all leads without teams response, preferably by email, to read it next day.

4
U
2 years ago
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Kevin D14New Participant
asked in Contacts & Companies

Is it possible to track a user's role?

Our users have different roles with different companies; the user might be an admin, an employee or a service provider. Is there a way to keep track of users' roles on a company-by-company basis? Right now our initial stab has the role updating on the user. This means when the user signs in with a company they are "admin," we updated the user profile to show they are admin. But when the user switches to another company where they're, say, an employee, then we lose the detail that they're an admin of one company, and now their profile says "employee."

1
R
Top Expert
2 years ago
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Nora CNew Participant
asked in Contacts & Companies

How can I edit multiple contacts at once?

I have my contacts broken down by community but it's listed under projects. How can I update multiple contacts at once to label them under one community? Thank You.

3
E
2 years ago
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Ellie H11New Participant
asked in Contacts & Companies

How do I import contacts who have unsubscribed on another platform? For the most part, they are existing contacts in Intercom, I just want to bulk overwrite their unsubscribe status.

How do I import contacts who have unsubscribed on another platform? For the most part, they are existing contacts in Intercom, I just want to bulk overwrite their unsubscribe status.

7
E
2 years ago
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NateNew Participant
asked in Contacts & Companies

How can I send a one-off email from a support address to a contact?

Will it ever be possible a) send a one-off outbound email from a support address (support@company.com) by searching for the contact and just sending a quick email b) automatically snoozing an outbound emails so it automatically appears in inbox later We are in the process of migrating from Zendesk to intercom. In Zendesk you can send an email very easily as pending (i.e snooze) for a specific period of time then it pops back up in your view. You also cannot send an email to a contact from a support domain. How come?

1
Eric Fitz
2 years ago
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Eric UNew Participant
asked in Contacts & Companies

Open a chat with existing contact

Hi! I need to add a button to our customer support page that will open direct chat with the customer that was contacted before. How can i do it? What data should i retreive and save after the first conversation and how can i later open a direct chat using javascript and previously retrieved data?Thanks!

1
Eric Fitz
2 years ago
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User461New Participant
asked in Contacts & Companies

Cannot update contact using golang

Iam using the golang package https://github.com/intercom/intercom-go/p>While iam trying to update my contact , getting error Error :400: invalid_document, either_email_or_user_id_present validation failedCode: ic := intercom.NewClient(token, "")      contact := intercom.Contact{         ID: "604720410292c92b2fbd598a",         UserID:          "420",         CustomAttributes: map[string]interface{}{"First Campaign Sent": "Yes boss"},      }      savedContact, err := ic.Contacts.Update(&contact)Please help me for update contact using golang

2
U
2 years ago
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MoatzNew Participant
asked in Contacts & Companies

Why has my workspace stopped tracking users & leads?

I can't get update about my contacts actions or new users: Suddenly 24 hrs ago, I started not to receive any updates on my contacts dashboard about my users , either new users or last see users and others. I see only the users before 15 sept. I am on a free plan. is there something I am missing here ? 

7
R
Top Expert
3 years ago
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Matt P11New Participant
asked in Contacts & Companies

How do I tag users based on User ID?

I have a list of 1k users who have completed an email that I'd like to tag, but I don't have their email addresses in the .csv I'm trying to upload. Is there another way to tag those users that doesn't include the .csv upload? My fallback plan is export all users and match their User ID to their email via Excel, but hoping there's an easier way. Or bonus points if there's an easier way to tag people who clicked a one-off email we sent than this manual tag?

2
M
3 years ago
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Matt W13New Participant
asked in Contacts & Companies

Your ultimate Intercom setup

Hey everyone 👋​What is your ultimate setup for Intercom starting from a website visitor to loyal customer and advocate? Including apps you're using too perhaps.​We're redesigning ours at the mo to get more out of the tool. ​​MattDriftrock​

6
C
3 years ago
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EileenActive User
asked in Contacts & Companies

How to "mass tag" users in Intercom?

I have a list of users in a spreadsheet that I'd like to all have tagged in intercom with a specific tag. Is there a way to do this?

6
E
3 years ago
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User948New Participant
posted in Contacts & Companies

Intercom for Marketplace / Platform

Hello Intercom world! I’m currently building a marketplace / platform.The supply side has a web app CMS/dashboard, the demand side native mobile app. And we have also an institutional website. In short, a lot of work! We deployed Intercom on the supply side. So far, Intercom meet our needs.I would like now to set up Intercom on the demand side. What are the best practices for my use case? How do I handle this complexity nicely with Intercom? Thank you! Best Arnaud

1
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Top Expert
3 years ago
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EileenActive User
asked in Contacts & Companies

Is there a way to sync emails sent to users from gmail?

 Right now we are using Intercom for support and Pipedrive (CRM) for general account management. I'd like for our Customer Success team (who does support and AM) to move to using Intercom solely and leave Pipedrive for our sales team mainly.  The reason for this is that at this point our CS team has moved so much of what we do out of pipedrive and into Intercom. The only real lingering thing we use Pipedrive for is to have a viewable record of emails sent to our users in case any of them emailed us directly (which happens on occasion).  I know there's the option to have our emails forwarded into Intercom, but that's not ideal either because there are plenty of emails we all get personally that don't need to be managed through intercom (and shouldn't necessarily be public).  Basically I'd love to find an app that plugs right into a Intercom user's contact page and shows a record of any emails sent to that user's email address through gmail so that we have

2
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3 years ago
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Jessica W11Active User
asked in Contacts & Companies

Leads are not merging into users

Hello, I have created a Zap to do the following: 1) User creates Calendly appointment2) Filter: Calendly appointment must have X event name3) Lead is created in Intercom However, when I then sign up properly on our side, it is creating a separate user despite the emails being the same and we have then have a lead and a user both with the same email. Is there something we are doing wrong?

6
R
Top Expert
3 years ago
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KeerthiSuper User
asked in Contacts & Companies

Is there some way to create leads in Intercom from Hubspot?

The current HubSpot integration works the other way round where leads from Intercom can be used to create contacts on Hubspot.

2
K
3 years ago
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Tracy ANew Participant
asked in Contacts & Companies

'Retrieve a contact' doesn't return existing user

I have tried to retrieve a contact with id 5fdf1f7270c60b2cb67905a9. I got this id from conversation this user has created. By the id of the conversation I can retrieve the user from web interface, but when I'm trying to get the same user by calling https://api.intercom.io/contacts/5fdf1f7270c60b2cb67905a9/p>I am getting this error:{'type': 'error.list', 'request_id': '00069hfajrq2e422bjfg', 'errors': [{'code': 'not_found', 'message': 'Contact Not Found'}]}and I can't figure out what I'm doing wrong

4
R
Top Expert
3 years ago
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User289New Participant
asked in Contacts & Companies

How can I remove tags from multiple users at a time?

I uploaded a list with ˜1K users and tagged them.Now I'd like to remove that tag from some of them. Is there a bulk way of doing it?

1
Kevin Bendixen
Top Expert
3 years ago
R
RolfConnector
asked in Contacts & Companies

Is there any obvious reason why some users don't get registered with Intercom?

After we built a Firebase Cloud Function that updates our Intercom records with some relevant metadata and connecting those bits using a shared userId I found that we had several long term users which never registered with Intercom even if that's the first thing we do on app boot. Is there a known issue where this might happen?

2
R
3 years ago
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Sebastian OConnector
asked in Contacts & Companies

How do I untag users in bulk?

Undo added massive tags to all users: Hello, i need help, how i can you undo my last operation? added massive tags to all users?

10
R
Top Expert
3 years ago
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User289New Participant
asked in Contacts & Companies

Bulk segmentation

Hi,I'd like to create a segment for ˜300 specific contacts, according to their IDsHow can I do it, instead of manually typing their IDs? Thanks!

4
U
3 years ago
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Inter C12New Participant
asked in Contacts & Companies

How do I merge a lead with a user?

How can I merge a lead with a user when I know they're the same person?

2
U
3 years ago
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Wendy KNew Participant
asked in Contacts & Companies

I noticed a recent change under users when we are changing a users email address. Prior to this week or so, we would change it and then it was updated. Now, when I am updating an email address i hit enter and now receive a pop up box as per the att

I noticed a recent change under users when we are changing a users email address. Prior to this week or so, we would change it and then it was updated. Now, when I am updating an email address i hit enter and now receive a pop up box as per the attached

1
R
Top Expert
3 years ago
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Simon H11Connector
asked in Contacts & Companies

Are multiple leads/users with the same email de-duped on sending an email campaign?

If multiple leads/users have the same email address, and all these are enrolled in a Series/Email campaign, will the email be sent to that email address multiple times? eg. separate leads/contacts below would receive the email 3 times?Lead A - joe@bloggs.comLead B - joe@bloggs.comUser C - joe@bloggs.com

6
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3 years ago
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MishaActive User
asked in Contacts & Companies

Search by Date field return wrong items (e.g. contacts/search by "created_at")

Hello, looks like there is a bug in Search API. I've created a few contacts today and one of them have "created_at" equal to 1602494086.But when I try to search like this:  ```"query": { "field": "created_at", "operator": ">", "value": 1602494080}``` it returns nothing. According to docs (search-for-contacts) value from query will be interpreted as start of the day so it's still a valid query and should return this contact. What's strange: when I use operator "=" in query it return multiple items including the requested one, e.g. : { "field": "created_at", "operator": "=", "value": 1602494080} So, looks like there is a problem in operator logic Thanks in advance for any help! Attaching few screenshots from the postman:

10
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3 years ago
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NancyNew Participant
asked in Contacts & Companies

Is it possible to show a customer's screen resolution as a user attribute?

Happy New Year everyone! You know how you can see what Browser and even what Browser version a user is using.. Is it possible to see their screen resolution? Now that everyone is using laptops when WFH, our app has issues showing correctly for users..

1
R
Top Expert
3 years ago
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