Setting up Intercom as a destination 🔩

• Step - 1: Select ‘Integrations’ from the left pane.

• Step - 2: Search for ‘Intercom’ and select it from the list of destinations.

• Step - 3: Name your integration and click on ‘Configure’.

• Step - 4: Create a new authentication between Toplyne and your Intercom

• Step - 5: Pick Intercom account and allow access

• Step - 6: Click on finish to complete configuration

• Step - 7: Click on ‘Complete Integration’ and you’re done!

You should see your newly created Destination under the Connected Apps section.

Here is a short video tour on setting up Intercom as a destination

Using Intercom as a destination 🔀

Exporting Toplyne campaigns to Intercom involves three steps: Record mapping, Field mapping and setting up Export cadences.

Record mapping

In this step, you'll define the unique identifier that will connect your Intercom records to your Toplyne ones. Unique variables that you will link into are often constrained by the destination software and varies across destination objects (elements that represent the different types of relationships and processes your business has). In Intercom:

1. 'Contacts' object and sub-objects 'Leads' and 'Users' allow only email as the unique_identifier

2. 'Companies' object allows only company_id as the unique_identifier.

Field mapping

In this step, you'll map Toplyne fields to the Intercom fields that will get updated at the destination.

Export cadences

Export cadences are the schedules at which your campaign runs and updates your Intercom instances. Toplyne allows you to do this as a one-time sync and also as a recurring sync.

Here is a short video tour on using Intercom as a destination

Exporting Toplyne campaigns to Intercom involves three steps: Record mapping, Field mapping and setting up Export cadences.

Record mapping

In this step, you'll define the unique identifier that will connect your Intercom records to your Toplyne ones. Unique variables that you will link into are often constrained by the destination software and varies across destination objects (elements that represent the different types of relationships and processes your business has). In Intercom:

1. 'Contacts' object and sub-objects 'Leads' and 'Users' allow only email as the unique_identifier

2. 'Companies' object allows only company_id as the unique_identifier.

Field mapping

In this step, you'll map Toplyne fields to the Intercom fields that will get updated at the destination.

Export cadences

Export cadences are the schedules at which your campaign runs and updates your Intercom instances. Toplyne allows you to do this as a one-time sync and also as a recurring sync.