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Intercom

About Intercom integration

This integration allows you to create feedback tickets in Timebook from messages in Intercom, and synchronize contacts between both services.

Configuration

1

Go to Workplace settingsIntegrations and switch to the Intercom tab.

Interom integration in Timebook's workspace settings
2

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

Intercom OAuth integration screen

Synchronization

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 settingsIntegrationsIntercom:

Intercom integration options in workspace settings

Syncing feedback

Synchronization is triggered by adding a predefined tag to a conversation in Intercom.

Defining tags

1

In the Intercom settings, go to DataTags and add the triggering tag or tags.

Tag list in Intercom settings
2

Next, go to product settings in Timebook and look up Intercom in the Feedback tab.

3

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.

Trigger tags in Intercom integration settings

Escalating messages

1

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

Applying tag to conversation in Intercom

The feature does not work retroactively, i.e. it will only work for tags applied after setting up the integration in Timebook.

2

Once the tag is applied, a new ticket will appear in the feedback inbox:

Example Intercom conversation escalated to feedback ticket in Timebook

Syncing contacts

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.

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