Intercom
About Intercom integration
Configuration
1

2

Synchronization

Syncing feedback
Defining tags
1

2
3

Escalating messages
1

2

Syncing contacts
Last updated
This integration allows you to create feedback tickets in Timebook from messages in Intercom, and synchronize contacts between both services.
Go to Workplace settings → Integrations and switch to the Intercom tab.

OAuth comes only with permissions necessary to perform the integration. Click 'Authorize' access to finish configuration.

Once integrated, you can select whether you want to synchronize feedback, contacts, or both.
What you need to know
Messages marked for sync will appear in the feedback inbox of the selected Timebook product
Syncing contacts will reproduce all entries from Intercom's 'Contact' tab as contacts in Timebook
The options are available in Workspace settings → Integrations → Intercom:

Synchronization is triggered by adding a predefined tag to a conversation in Intercom.
In the Intercom settings, go to Data → Tags and add the triggering tag or tags.

Next, go to product settings in Timebook and look up Intercom in the Feedback tab.
Flip the switch to activate the integration and fetch the tags from your Intercom account. Next, select the tags that you want to use from the dropdown menu.

To create a feedback ticket from a message, apply the selected tag in the conversation details menu:

The feature does not work retroactively, i.e. it will only work for tags applied after setting up the integration in Timebook.
Once the tag is applied, a new ticket will appear in the feedback inbox:

Contrary to messages, contacts are synchronized at the moment you flip the designated switch in the integration settings.
What you need to know
Timebook will fetch all entries from the 'Contacts' tab in Intercom and reproduce them to Contacts.
Every time a new entry appears in Intercom, it will be automatically added to Timebook.
No other manual action is required from the user to synchronize contacts.
Last updated