Intercom is a powerful messaging platform which allows businesses to communicate with prospective and existing customers within their app, on their website, through social media, or via email.
Kloudio offers users an easy way to leverage Kloudio's reporting with a Intercom integration that compiles customer communication metrics in record time.
The following article will help you get started:
- Create a Intercom connection on Kloudio
- Setup your connection settings
- Start creating reports
STEP 1: Create a Intercom connection
Go to Kloudio Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the Intercom icon.
Enter your Intercom login information and proceed to Step 2.
STEP 2: Setup Intercom sync settings
Now it's time to setup your Intercom data sync settings.
This will enable you to sync your Intercom data (including prospective and existing customer conversations and more) to a database of your choice.
Kloudio will do this on your behalf by invoking Intercom APIs as per your configured sync frequency.
a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Intercom data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to.
e) Click Save & Sync.
By now the sync should start running. You will get a confirmation once it's completed running.
STEP 3: Create Kloudio reports from your Intercom connection
Once the Intercom connection is created and synced as per steps 1 and 2 above, you can create reports from customer conversations, user profiles, user segments and additional metrics.
Please ensure you select the connection and schema as used in the Intercom connection settings from Step 2.
Feel free to chat with us or drop an email in case you have any questions related to this integration.