Intercom

Intercom is a customer messaging platform that enables businesses to engage and communicate with their customers in a personalized and real-time manner. It provides a suite of tools and features designed to support customer communication, sales, marketing, and customer support efforts.

Features

Feature name	Supported
Column Hashing	True	Field level
Blocking	True	Field level
Incremental	True	Only available for the contact, conversation and conversation_part tables
Custom data	False
History	False
ReSync	True	Table level
Templates	True

Data Schema

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🔧 Setup Guide - ELT

Step 1 - Begin Configuration

1. In the connector setup form, enter the destination schema name of your choice.
2. Click Authorize to allow Weld to access your Intercom account using OAuth. You will be redirected to your Intercom account.

Step 2 - Select Intercom account

1. Log into your Intercom account.
2. Select the Intercom workspace from the dropdown.

Step 3 - Grant access to Weld

1. Click Authorize Access to allow Weld to connect to your Intercom workspace. When authorization is complete, you will be redirected back to the Weld connections overview. The configuration is now complete.

Step 4 - Data To Sync

1. Select the pre-built reports you wish to include in the sync. You can view the schema, remove columns or hash sensitive information.

Step 5 - Configure Sync

1. Select how often you would like the data to sync.
2. Provide a unique destination table name.

Weld will take over from here and commence syncing data from your Intercom account.

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📊 SQL Templates

Get started with Intercom SQL Templates

Get inspiration on how to model your data, with our collection of foundational SQL templates we have battle-tested at Weld. All the templates work out of the gate with the Weld data integrations for Intercom.

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🔧 Setup Guide - Reverse ETL

Intercom reverse ETL allows you to sync data on a schedule from your Weld app automatically into Intercom.

• company (upsert only)
• contact (insert, update and upsert)
• contact_company (upsert only)

Step 1 - Destination

1. Click on the Reverse ETL button on the left side bar and click **+ Add Reverse ETL Sync ** on the top right.
2. If this is your first reverse ETL sync the setup guide will automatically start. Otherwise click "Add Reverse ETL Sync" button to start the setup guide.
3. Find the Intercom connector from the list of destinations and choose an existing connection, if any, or click to create a new connection which you will need to authorize.
   1. Click Authorize to allow Weld to access your Intercom account using OAuth. You will be redirected to your Intercom account.
   2. Log into your Intercom account.
   3. Select the Intercom workspace from the dropdown.
   4. Click Authorize Access to allow Weld to connect to your Intercom workspace. When authorization is complete, you will be redirected back to the Weld. The configuration is now complete.

Step 2 - Target Details

The Intercom connection does not have additional configuration - This will be skipped.

Step 3 - Map Data

1. Select the source data model that you would like to sync to Customer.io. This can be a table or a view from your data warehouse.
2. Select the destination object you would like to sync to. You can choose between contact,company, or contact_company. (Note: Some objects might require additional configuration that will be prompted during the setup process.)
3. You will be presented with several options to configure your sync, which we will go through in the next steps.

Sync Mode

Choose how you want to sync data from your source model to the destination object. Depending on the destination object, you might have only one or multiple of the following options available:

• Update: Updates exisiting records;
• Insert: Inserts new records;
• Upsert: Inserts new and updates existing records.

Choose Identifier

If you are syncing to the customer object, you will need to select the identifier property. This is the unique identifier that Intercom uses to match records. Choose the column from your source model that corresponds to the identifier property in Intercom.

Field Mapping

Map the fields from your source model to the fields in Customer.io. You can map the fields manually or use the auto-mapping feature to match fields based on their names. Ensure that the fields you map correspond to the properties in Intercom.

Step 4 - Schedule Sync

After you finished the steps above, click on Next to proceed to the scheduling step. Here you can choose how often you would like the sync to run:

• Independent: The sync will run on its own schedule, independent of other syncs.
• Orchestration: The sync will be part of an orchestration workflow, allowing you to run it in conjunction with other tasks.

Step 5 - Finalise and Run

After you have configured the sync, click on Start Sync to finalize the setup. The sync will perform the initial run immediately.