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Tracking Post-Onboarding Client Conversations in Intercom

  • 12 January 2024
  • 1 reply
  • 25 views
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Hello Intercom Community,

I'm looking for insights or suggestions on how to effectively track conversations with clients who have just completed their onboarding. We use HubSpot for onboarding, and it's synced with Intercom. When onboarding is done, the status in HubSpot is updated to "done", and the end date is set.

Our challenge is finding a way to filter and view these specific clients conversations in Intercom. This data is crucial for us as we're developing a new onboarding flow and need to establish baseline KPIs.

Does anyone have experience or tips on how to achieve this within Intercom, or perhaps through a workaround? Any advice or examples of how you might be tracking similar data would be greatly appreciated.

Thanks in advance!

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Best answer by mateusz.leszkiewicz 16 January 2024, 15:09

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mateusz.leszkiewicz
Userlevel 2
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Hi Yuval,

If you are tracking the date of finalising the onboarding in Hubspot, you can sync it as a Custom People Attribute in Intercom using Hubspot-Intercom integration.

When you have this attribute synced in Intercom, you can then create a workflow to tag a conversation based on the onboarding attribute status.


If you have any more questions about this, please feel free to reach out to our Customer Support.


 

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