The setup is quick and easy and no programming is required. Just enter your Intercom account information and the integration process is complete!
Activate the Intercom Integration in Talkdesk
Follow these steps to activate the integration:
- Log in to your Talkdesk account as an Administrator.
- Select the Builder [1] > Integrations [2] > Browse Integrations [3] > Search for Intercom and click Add [4].
- Select the relevant settings for your integration (e.g., choose if you want to synchronize only Contacts or also Agents). Next, click Save and authorize [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.