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Installing via Intercom

Installing via Intercom

2 min read

This quick installation guide will take you through syncing your customer data with Gather via Intercom.

Before you start

In order to sync Intercom Companies and Users, Gather requires all accounts and users to have a unique ID that is consistent across all the integrations you use. This is because Gather needs to know how to link an account or user from one service with an account or user from another. Read more about account and user IDs

Therefore in Intercom, Your companies must store your account ID in the company_id field and users must store your user ID in the user_id field..

Step 1 - Add the integration

Go to Integrations in Gather and click Add New Integration and choose Intercom

Step 2 - Configure the sync method

As mentioned, Gather requires you use the company_id and user_id for any companies and users you want to sync to Gather. We do also support a sync method that only updates existing accounts/users, but we won't touch on that here.

  1. For Sync mode choose "Create".
  2. In Intercom company field, enter company_id
  3. In Intercom user field, enter user_id

Step 3 - Connect your Intercom account

Next, click Add. This will open up a new window that asks you to allow Gather to access your Intercom account. Once you've authenticated, Gather will start syncing your companies and contacts from Intercom with your accounts and users. The syncing rules are as follows:

  • If an existing account or user cannot be found, a new one is created with the ID found in either company_id or user_id
  • If an existing account or user is found, its updated with the properties from Intercom
  • Events sent to Intercom via their SDKs are also synced with Gather and will be associated with the appropriate user

Any time a company or user in Intercom is changed, it's synced in real-time with the respective account or user in Gather.

For Accounts, the following properties are synced:

  • name

For User, the following properties are synced:

  • first_name
  • last_name
  • email
  • phone
  • city
  • country
  • timezone

Need Help?

If you're not sure how you've set up Intercom or you're not able to connect it properly to Gather, drop us a line at support@gatherdata.co and we'll help you get set up.

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Installation

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Installing via Intercom