Steps to Set-up Hubspot Intercom Integration: A Comprehensive Guide

• September 22nd, 2020

HUBSPOT INTERCOM INTEGRATION

Over the years, HubSpot has beaten the odds to become one of the top Marketing Tools popular with Businesses all over the globe. The reason? HubSpot Software is always seeking ways to keep up with the ever-changing E-commerce sector and strives to serve its Customer demands in a constructive way. On the other hand, Intercom, a messenger and customer relationship management software has been quite useful in lead generation, management, and conversion.

In this fastly developing world, as organizations are getting increasingly reliant on Cloud-Based CRMs like HubSpot, there is an obvious need for integrating messaging apps like Intercom to these services. It is also beneficial to have the customer data from HubSpot to Intercom since both the software are two ends of the same customer journey. In this blog let us look at the steps to set up HubSpot Intercom integration to send leads to HubSpot. But beforehand, let’s discuss both platforms in brief.

Table of Contents

Hevo, A Simpler Alternative to Integrate your Data for Analysis

Hevo offers a faster way to move data from databases or SaaS applications into Intercom for free. Hevo is a No-code Data Pipeline that offers a fully managed solution to set up data integration from HubSpot (one of the 30+ Free Data Sources) and will let you directly load data to a Data Warehouse or the destination of your choice.

Get Started with Hevo for free

Check out some of the cool features of Hevo:

  • Completely Automated: The Hevo platform can be set up in just a few minutes and requires minimal maintenance.
  • Real-time Data Transfer: Hevo provides real-time data migration, so you can have analysis-ready data always.
  • 100% Complete & Accurate Data Transfer: Hevo’s robust infrastructure ensures reliable data transfer with zero data loss.
  • Scalable Infrastructure: Hevo has in-built integrations for 100+ sources that can help you scale your data infrastructure as required.
  • 24/7 Live Support: The Hevo team is available round the clock to extend exceptional support to you through chat, email, and support call.
  • Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
  • Live Monitoring: Hevo allows you to monitor the data flow so you can check where your data is at a particular point in time.
Sign up here for a 14-day Free Trial!

Introduction to HubSpot

HubSpot Intercom Integration Hubspot Logo
Image Source: www.commons.wikimedia.org

HubSpot is a SaaS tool that businesses use to communicate with their customers, leads, etc. It is an all-in-one package with a  variety of tools to manage sales, marketing, and customer service. HubSpot can be used to host your website, landing pages, and create email sequences. HubSpot can help you create content with its Content management software. You can easily manage your interaction with leads and customers. On top of that, you can gauge the success of your marketing campaigns and track user behavior.

HubSpot also offers an incredibly free CRM that supports up to 1 Million Contacts and Companies. Of course, you can always upgrade to add extra features to build, grow and scale your business. As far as Integration Service features are concerned, this platform is just as good as Salesforce. 

HubSpot can help you to measure the impressions, clicks, and ROI (Return On Investment) of your Social Media Ad campaigns. Using HubSpot, you can create personalized email marketing campaigns and monitor their performance. These activities performed on HubSpot constantly generate a lot of data, which is a rich source of knowledge that can let you make sound decisions on your future ad campaigns. That’s where HubSpot Analytics comes into the picture. You can get a better understanding of your customers, find important clues to attract and retain customers, etc. This, in turn, will grow the business and bring in more revenue.

Introduction to Intercom

HubSpot Intercom Integration Intercom Logo
Image Source: www.brandslogos.com

Intercom is a popular Business Messaging platform that lets you have conversations with customers. A Software-as-a-Service (SaaS) offering like Intercom provides companies with a complete customer engagement module without having to actually build it. It further helps in Lead Generation as well as Lead Conversion through its variety of services that includes automated workflows and chatbots. Along with that, Intercom data includes past purchases, payment details, etc.

Intercom allows easy collaboration with new and old customers, lets you trigger an email or message based on user activity, which will let you target the right audience. It also lets you access important metrics like click-through rates.

Companies using services like Intercom often need to load the data generated by these services to their own Database systems or a Data Warehouse for further analysis. Having this data in a single place allows them to expand the horizon of their data investigations because of the ability to combine this data with data from other applications. This will enable them to derive deeper insights. Follow our detailed guide to learn how to integrate Intercom with Snowflake (a popular Data Warehouse).

Let us now look into the advantages of setting up a HubSpot Intercom integration. 

Benefits of HubSpot Intercom Integration

Here are a few reasons why you should set up a HubSpot Intercom integration.

  • Integrating with HubSpot helps you see all your Intercom leads from the HubSpot dashboard. That means you get to focus on nurturing a lead or closing a deal using the workflows you’ve created in HubSpot.
  • Get a better understanding of a lead’s life cycle by logging the conversations that happen on Intercom. All of your leads’ and users’ conversations logs will be automatically displayed as activities in HubSpot in real-time.
  • Have knowledge of a lead’s HubSpot data like their email, lead owner, company, etc. right from Intercom inbox.
  • Ensure that each lead reaches the right person within your organization. With HubSpot Intercom integration, you have complete visibility over who a lead’s HubSpot owner is as soon as they start a chat on Intercom. This also makes sure that no lead is left unattended.
  • HubSpot Intercom integration gives you greater visibility into your Sales Pipeline as a whole as any new information on your leads is automatically synced between both platforms, keeping your HubSpot reports up-to-date.

Get rid of the tedious and repetitive tasks, free up your time and resources, and focus on what matters most to your business with HubSpot Intercom integration. Now that you know about the benefits your organization can reap with HubSpot Intercom integration, it’s time to go straight into the procedure.

Steps to Connect to HubSpot

Step 1: Log into your Intercom account and click the App Store icon in the sidebar.

App Store

Step 2: In the search bar on the top right corner, enter ‘HubSpot’.

Search for 'HubSpot'

Step 3: Select HubSpot in the results and install it.

Select HubSpot

Step 4: Authorize HubSpot to have access to your Intercom account. For that, you need admin access in your HubSpot account.

Send Leads to HubSpot

Now that you have installed HubSpot, to view a lead’s details such as email, status, etc., you need to add HubSpot to your inbox.

There are two ways in which you can send your contacts to HubSpot. One is the automatic method and the other is manual.

Automatic Method

To do it automatically, you need to:

Step 1: Open HubSpot in the App Store.

Step 2: Click Settings and select ‘Enable automatic contact creation’.

Settings
Image via Intercom

All the leads that have been created after you installed HubSpot will be created in HubSpot automatically and the conversations that were started after you connected HubSpot to Intercom, and with an end-user reply will appear as HubSpot activities.

Manual Method

To manually create contacts in HubSpot, do the following:

While you chat with a customer, in the HubSpot app in the inbox, click ‘Create contact’. The customer will be created as a contact and you can see their details while chatting with them.

Create contact
Image via Intercom

Let us now look at a tip to work with your leads better by triggering HubSpot workflows using Intercom conversations.

Trigger HubSpot Workflows using Intercom Conversations

Any part of an Intercom conversation can be used to trigger an action in HubSpot.

You can set enrollment criteria by selecting Automation from the top menu and then Workflows. Create a workflow and under-enrollment triggers select Intercom Conversation property.

Hubspot trigger for Intercom Conversation property
Image via Intercom

You can set qualifications on the conversation which should lead to a certain action in the HubSpot workflow.

Set Intercom as a conversion point in HubSpot

After HubSpot Intercom Integration, you can set Intercom as a conversion point in HubSpot. For this, you have to just provide Intercom the permission to access your HubSpot tracking cookie. With this, you can elevate your customers in HubSpot with Intercom as a conversion point. All you have to do is to open your HubSpot app and check the box with “Allow Intercom to access the HubSpot tracking cookie”.

An illustration is shown below:

HubSpot Intercom Integration: setting intercom as conversion point in hubspot
Image Source: Intercom

You will then find Intercom actions in HubSpot under the contact’s activity: 

HubSpot Intercom Integration: setting intercom as conversion point in hubspot
Image Source: Intercom

One important thing to note here is that, If you lead had Do not track enables in their browser, they will be created in HubSpot without the tracking code details.

Business Benefits of HubSpot Intercom Integration

  • Match each lead with the right person in your organization: This will help you to enhance the customer experience and improve the sales operations efficiency. With HubSpot Intercom Integration, you can track a lead’s HubSpot owner when they start a chat on Intercom. By this, you can quickly route them to the right person.
  • Get a birds-eye view of your sales pipeline: HubSpot Intercom Integration gives you a real-time updating of any new information of the lead. This provides you with an overall picture of your sales pipeline. This also saves your time.
  • Plan your marketing strategy: You can coordinate and plan your marketing plans ahead with HubSpot Intercom Integration. With HubSpot Intercom Integration, an automatic trigger is made in HubSpot workflow based on the Intercom conversation.
  • You can effectively nurture a lead: All your Intercom leads reach your HubSpot dashboard automatically. You will never miss an opportunity to nurture a lead.
  • Complete data of each lead: With HubSpot Intercom Integration, all your conversation transcripts with leads will appear in their HubSpot in real-time. You can completely understand your lead’s journey in a single view.

This brings us to the end of the process. Your integration is now up and running, reap the benefits and unleash the full potential of both the tools.

Conclusion

The article introduced you to HubSpot and Intercom. It also provided the importance and need of HubSpot Intercom integration. Furthermore, it provided a step-by-step guide that you can use to set up HubSpot Intercom Integration manually.

Visit our Website to Explore Hevo

But for any meaningful analysis of data, you need a unified platform where you can integrate data from multiple sources. If you want to connect data from several disparate sources automatically, try out Hevo Activate. Hevo Activate lets you send your data directly from your data sources to Intercom for free. It helps transfer data from HubSpot to a destination of your choice for free.

Want to take Hevo for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at our unbeatable plans and pricing that will help you choose the right plan for your business needs!

Do you use HubSpot? Share your thoughts on setting up HubSpot Intercom integration in the comments section below! 

No-code Data Pipeline for your Data Warehouse