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Integrate with Intercom

Bring company or contact information from Intercom into your workflow

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If you start the workflow with a webhook trigger (for example a workflow starts when a customer contacts you), you can use one of these templates to extract more data from Intercom and feed it into the workflow.

Before you begin

  • Get an Intercom API key. For details, see Intercom documentation.
  • Verify the version of the Intercom API you're using. You'll need to provide the version in the call header. For details on the version, see Intercom documentation.

Get the company details from Intercom

  1. In Next Matter select the workflow that should integrate with Intercom, and add a new integration step to get deal details.
  2. Click Settings and enter the following details:
  • Method: GET
  • URL: https://api.intercom.io/companies/COMPANY_ID

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This call will return all the company details stored in Intercom such as the company's profile or activity.

Tip: Get an Intercom Company_ID. You can find the ID by going to Intercom and clicking the company link in Contacts > Companies.

  • Headers: Content-Type: application/json
  • Headers: Authorization: Bearer INTERCOM_API_KEY
  • Headers: Intercom-Version: 2.10
  1. Create a variable for the company name with the value of: $.name.
  2. Save your changes.

Get the details of a contact into the workflow

  1. In Next Matter select the workflow that should integrate with Intercom, and add a new integration step to get deal details.
  2. Click Settings and enter the following details:
  • Method: GET
  • URL: https://api.intercom.io/companies/CONTACT_ID

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This call will return all the user details stored in Intercom.

Tip: Get an Intercom CONTACT_ID (user_ID). You can find the ID by going to Intercom and clicking the person's link in Contacts > People.

  • Headers: Content-Type: application/json
  • Headers: Authorization: Bearer INTERCOM_API_KEY
  • Headers: Intercom-Version: 2.10
  1. Create a variable for the following: company ID with the value of: $.companies.data[0].id, custom attributes with the value of $.custom_attributes (if you want to get a list of all attribute values) or a CUSTOM ATTRIBUTE with the value of $.custom_attributes.['CUSTOM ATTRIBUTE'], when you want a specific attribute. In this case, enter the name of the CUSTOM ATTRIBUTE as used in Intercom.
  2. Save your changes.

Updated 5 months ago