Connecting Segment to Intercom: 2 Easy Methods

• September 23rd, 2020

Connecting Segment to Intercom

Segment is one of the most popular Customer Data Platform (CDP). It supports companies on the path of keeping their customers at the center of every decision. With Segment, companies can collect, unify, and forward their customer data to any system. where you need to better understand your customers and create a compelling and engaging real-time experience for them. Thousands of companies, use Segment to make customer-oriented decisions, accelerate sales, and provide a great user experience.

Intercom provides a powerful set of tools to effectively manage your company’s Customer Service system. Also, It includes a feedback system that you can use to focus on your future efforts about growing customer needs. Furthermore, Intercom uses a powerful communication system and allows you to assign support teams to customers based on specific criteria. The main intent behind designing Intercom was to develop a more efficient customer support network by tracking and targeting your customers’ requirements.

This article will introduce you to Segment and Intercom. It will also provide you 2 methods that will enable you to connect Segment to Intercom easily. Furthermore, the article will explain the benefits of setting up this Segment Intercom Integration. Read along to learn more about these tools and decide which method suits you the best!

Table of Contents

Introduction to Segment

Segment Logo
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Segment is a simplified event tracking and customer data platform that captures any customer interaction and sends it to the destination of your choice. Segment is primarily used to track customer activity data such as product purchases, button clicks, etc. This data is then analyzed on various marketing and sales platforms.

Segment is a widely used Data Management Tool that helps you understand your customer’s data which is collected from various sources. The tool is capable of integrating with hundreds of other apps and collect data from these apps into a Data Warehouse of your choice. Moreover, It pulls data from your company’s website as well as from your registered devices such as mobiles, tablets, browsers, smartwatches, etc. Also, Segment allows you to export data to any system or application. Segment has a live stream feature that allows you to see customer activity in real-time. You can also use Segment’s plugin to integrate Segments with your e-commerce platform.

To learn more about Segment, visit here.

Introduction to Intercom

Intercom Logo
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Intercom is a popular tool that brings Sales, Marketing, and Customer Service products to a single platform and helps companies in avoiding the rigid and unwanted status quo and drive conversations. Designed to be like the messaging apps you use every day, Intercom lets you connect with your consumers almost anywhere, in your app, on your website, in social media meetings, and by email.

Intercom is a customer messaging platform that lets companies send personalized messages based on user behavior across multiple channels such as email and chat. They also have a robust customer support platform that makes it easy for businesses to streamline live chats and address customer support queries.

To learn more about Intercom, visit here.

Methods of Connecting Segment to Intercom

Method 1: Using In-built Tools for Connect Segment to Intercom

This method makes use of the built-in integration Tools in Segment to connect Segment to Intercom and start the data transfer process. It is a manual process and you need to authenticate this Segment Intercom Integration by logging into your Segment account.

Method 2: Using Hevo Activate for Connecting Segment to Intercom

Hevo Activate uses a No-code Data Pipeline that will connect Segment to Intercom easily. You need to just connect your source and destination to Hevo’s Pipeline and the rest of the process will be automated. Moreover, Hevo Activate helps you directly transfer data from various sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner.

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Methods of Connecting Segment to Intercom

Method 1: Using In-built Tools for Connecting Segment to Intercom

This method uses the in-built Integration Tools present in Segment and Intercom. The following steps can be used to set up your Segment Intercom Integration easily using this method:

Step 1: Sign in to your Segment account. Now, go to the Destinations page click on the green box named Add Destination as shown in the below image.

Adding Destination in Segment
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Step 2: In the search bar type Intercom and presenter. From the search results that appear, select Intercom.

Step 3: Grant permission to connect your Intercom account in Segment as shown in the below image. Then choose the Intercom Account that you wish to sync with Segment. You can select which Segment account you wish to use from the drop-down menu in the top right.

If you are using server-side sources, Segment will start transferring data as soon as you activate the Intercom destination. For other libraries follow the below steps.

Authenticating Segment to Intercom Connection
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Step 4: Log into your Intercom account, and find your Intercom App ID as shown in the below image. It will look similar to 9iefb489. Another way of getting your App ID is to navigate to the Gear Menu in Intercom, click on App Settings, and then select the API Keys option.

Getting App ID from Intercom
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That’s it! Your Segment Intercom Integration is complete.

Method 2: Using Hevo Activate for Connecting Segment to Intercom

Hevo Data Logo
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Hevo Activate helps you directly transfer data from Snowflake, Amazon Redshift, etc., and various other sources to Segment, Intercom, CRMs, various SaaS applications, and a lot more, in a completely hassle-free & automated manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.

Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities, and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination.

Sign up here for a 14-Day Free Trial!

You can set up your Segment Intercom Integration in just 2 steps using Hevo Activate:

  • Connect Hevo to Data Source: Hevo can transfer data from your Segment account into your chosen destination. Hevo uses Webhooks to connect to Segment. This is shown in the image below.
Connecting Segment to Hevo
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  • Connect Hevo to the Destination: Connect your Intercom account directly to Hevo Activate.

That’s it! Hevo Activate will automate the process of connecting Segment to Intercom.

Check out what makes Hevo Activate amazing:

  • Real-time Data Transfer: Hevo Activate, with its strong Integration with various sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
  • Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer. 
  • Secure: Hevo Activate has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  • Tremendous Connector Availability: Hevo Activate houses a large variety of connectors and lets you bring in data from numerous Data Warehouses and load it into Marketing & SaaS applications, such as Salesforce, HubSpot, Zendesk, Intercom, etc. in an integrated and analysis-ready form.
  • Simplicity: Using Hevo Activate is easy and intuitive, ensuring that your data is exported in just a few clicks. 
  • Completely Managed Platform: Hevo Activate is fully managed. You need not invest time and effort to maintain or monitor the infrastructure involved in executing codes.
  • Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Users can leverage Hevo Activate to perform the following operations:

  • Create User Segments: Creating user segments allows the Marketing and Sales teams to understand how resources should be utilized for different kinds of users. This allows teams to focus on channels that convert better and maximize their Return On Investment (ROI).
  • Build 360 View of Customers: This can be used to understand each customer better and plan strategies accordingly to ensure maximum revenue. This information can also be leveraged to help Support teams prioritize Enterprise customers. Businesses can seamlessly sync all customer data into their support software and respond quicker with a holistic customer background.
  • Sync Product Data into Sales CRM: Hevo Activate can be leveraged to get all product data in the CRM tool of choice, allowing businesses to track user activity easily. Users can be segmented based on their activity, and that information can be used to improve product adoption and prevent churns.

Benefits of Connecting Segment to Intercom

Intercom acts as an integration and at the same time as a cloud source for Segment. So, connecting Segment to Intercom will benefit in the following 2 ways:

  • Intercom as Integration for Segment: Once the Segment Intercom Integration is set, your customer data in segments can be easily transferred directly to Intercom. This will enable you to send customized messages to your customers based on their behavior. For example, you can send a message to customers who have seen a new feature but haven’t used it yet.
  • Intercom as Cloud Source for Segment: Segment loads all the data from the Intercom into your selected Data Warehouse. This data also includes your customer event data. This implies that you can analyze contacts, companies, and Intercom conversations in SQL. Moreover, You can combine your Intercom data with your Segment account’s event data that you are transferring to your Data Warehouse. This will allow you to do perform functions like analyzing the impact of your campaigns on Intercom related to product usage using your Business Intelligence tools.

Conclusion

The article introduced Segment and Intercom and provided a step-by-step explanation of 2 easy methods that you can use to set up your Segment Intercom Integration. Moreover, the article discussed the main benefits that this Integration will bring to your business.

Setting up the Segment Intercom Integration was easy. However, if you are dealing with dozens of other data sources, the manual method will be tiring and even ineffective. To deal with data transformations and resolve errors, you will need dedicated resources and expertise. Also, you only get meaningful results from your data by unifying data from all your sources without conflicts.

Visit our Website to Explore Hevo

Hevo Activate effectively combines all your customer data in real-time with various sources and transfers data from any source into Intercom for free. Hevo automates your data flow without you having to write any custom configuration or code.

Want to take Hevo for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand.

Share your thoughts on connecting Segment to Intercom in the comments below!

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