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 nameSupported
Column HashingTrueField level
BlockingTrueField level
IncrementalTrueOnly available for the contact, conversation and conversation_part tables
Custom dataFalse
HistoryFalse
ReSyncTrueTable level
TemplatesTrue

Data Schema

T
- Table
S
- Sub table

πŸ”§ 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.


πŸ“Š 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.


πŸ”§ 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)

Step 1 - Authenticate

  1. Click on the Reverse ETL button in the side bar and click + New on the top right.
  2. Select the Intercom connector from the drop down menu or or else click + Add new connection to authorize the connector:
    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 - Begin Configuration

  1. Select your object:
    • Contact
    • Company

Step 3 - Model

  1. Choose the SQL model that contains the data that you would like to sync.

Step 4 - Sync Operation

Choose how you would like to sync your data:

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

Step 5 - Schedule

Choose how often you would like the sync to run. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

Step 6 - Mapping

Primary key: Select the unique identifier fields to match your record between your source and destination (this is usually the email or ID).

Map the column from your data model to the property in Intercom.

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