Intercom Integration

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Overview

The Userpilot-Intercom integration allows you to send Userpilot event data directly to Intercom. This one-way integration helps you enhance customer support, automate messages, and personalize engagement based on user interactions with Userpilot flows, checklists, and banners. With this integration, you can:
✔ Sync Userpilot events (e.g., flow starts, completions, button clicks) to Intercom.
✔ Use Userpilot data to trigger Intercom messages, emails, or chatbot responses.
✔ Improve customer support by viewing Userpilot activity in Intercom conversations.

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Use Cases

Personalized Messaging in Intercom

• Trigger targeted in-app messages, emails, or chatbot flows based on Userpilot events.
• Example: Send an automated follow-up when a user completes an onboarding flow.

Enhanced Customer Support

• View Userpilot events inside Intercom’s user profiles.
• Help support agents understand which guides or tooltips a user has seen before assisting them.

Behavior-Based Segmentation

• Create Intercom segments using Userpilot events (e.g., users who completed onboarding).
• Target engaged users with proactive messages or surveys.

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How the Integration Works

One-way data flow (Userpilot → Intercom)

• Userpilot sends user event data (e.g., flow starts, completions, button clicks) to Intercom.
• Events are stored under the user’s profile in Intercom and can be used in Workflows, Messages, or Segments.

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Setting Up the Integration

The Intercom integration can be enabled with a single click.

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Userpilot Events Sent to Intercom

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Using Userpilot Events in Intercom

Trigger Automated Messages

1. Go to Intercom → Workflows.
2. Set a trigger for a Userpilot event (e.g., flow_completed).
3. Create an automated message or email based on that event.

Create Segments Based on Userpilot Events

1. Navigate to Contacts → Filters.
2. Select Userpilot Event (e.g., checklist_completed).
3. Save as a custom segment for targeted engagement.

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Troubleshooting

No events appearing in Intercom? Ensure that Userpilot is properly connected in the integrations panel. Events not triggering messages? Double-check Intercom workflows and event filters. Delays in data sync? Wait a few minutes, as event updates might take some time.

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FAQs