The setup is quick and easy and no programming is required. Just enter your Intercom account information and the integration process is complete!
Please follow these steps to activate the integration:
Activate the Intercom Integration in Talkdesk
Note: If you are in Talkdesk Workspace, you can access the integration and all features described below by navigating to the Talkdesk Builder app. For more information, please refer to this article.
- Log in to your Talkdesk account as an Administrator.
- Select the Admin section [1].
- Select the Integrations tab [2].
- Click Add New Integration [3] to access all available integrations:
- Scroll down to “Intercom” and click Add Integration [4].
- Select the relevant settings for your integration (e.g., choose if you want to synchronize only Contacts or also Agents). Next, click Connect Intercom [5]:
- If you're not logged into “Intercom”, enter your email [6] and password [7].
- Click Sign in [8]:
- Review the permissions and click Authorize access [9]:
You’ll now be shown a Talkdesk confirmation screen.
Close the screen and return to Talkdesk; refresh the page and you’re done!
The Talkdesk and "Intercom" integration is now activated. All information will be automatically synchronized between Talkdesk and "Intercom" and you can start adding automations.