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    Intercom Chat Integration


    Note: If you haven't added your WhatConverts tracking script to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Intercom Integration Code.

    1On your website where you have placed your Intercom Javascript Installation Code, replace your Intercom Basic Javascript for Website Visitors Installation Code.

    <script>
    var cookie = oqhaqzwnbjgcpycneryg('wc_client');
        var source='',medium='',campaign='',content='',keyword='',gclid='',landing_page='',user_id='',msclkid='';
    if (cookie) {
        var cookie_parts = cookie.split('+..+');
        if (cookie_parts[0])
            source = cookie_parts[0];
        if (cookie_parts[1])
            medium = cookie_parts[1];
        if (cookie_parts[2])
    	campaign = cookie_parts[2];
        if (cookie_parts[3])
    	content = cookie_parts[3];
        if (cookie_parts[4])
    	keyword = cookie_parts[4];
        if (cookie_parts[5])
    	gclid = cookie_parts[5];
        if (cookie_parts[6])
    	landing_page = cookie_parts[6];
        if (cookie_parts[7])
            user_id = cookie_parts[7];
        if (cookie_parts[8])
            msclkid = cookie_parts[8];
    }
    window.intercomSettings = {
        app_id: "********",
        source: source,
        medium: medium,
        campaign: campaign,
        content: content,
        keyword: keyword,
        gclid: gclid,
        landing_page: landing_page,
        user_id: user_id,
        msclkid: msclkid
    };
    </script>
    <script>(function(){var w=window;var ic=w.Intercom;if(typeof ic==="function"){ic('reattach_activator');ic('update',w.intercomSettings);}else{var d=document;var i=function(){i.c(arguments);};i.q=[];i.c=function(args){i.q.push(args);};w.Intercom=i;var l=function(){var s=d.createElement('script');s.type='text/javascript';s.async=true;s.src='https://widget.intercom.io/widget/*******';var x=d.getElementsByTagName('script')[0];x.parentNode.insertBefore(s,x);};if(w.attachEvent){w.attachEvent('onload',l);}else{w.addEventListener('load',l,false);}}})();</script>
    

    Note: Replace ******* with your Intercom App ID. You can find your App ID inside of your Intercom Javascript Installation Code

    Intercom App ID

    2Go to Zapier. Click "Create Zap". Select "Intercom" as your Trigger App and "New Closed Conversation" as the Trigger Event.

      Note: As you continue through setting up Intercom in Zapier, you will be prompted to follow Zapier's instructions to log into Intercom.

    Test your Trigger step on your website by starting and ending a chat, click "Test Trigger" to pull in sample chats. Review the most recent chat and make sure you're using the most recent chat with WhatConverts data appended. Click "Continue".

    3Select "Intercom" as your first Action App and select "Find Lead" as the Action Event. Click "Continue". Under Search Mode select "ID" and under Search Value select "User ID". Click "Continue". Test your step and, once successful, click "Finish".

    Intercom search for user

    4Add a third Action Step and select "WhatConverts" as your Action App. Select "Create Lead" as the Action Event then click "Continue". Select your WhatConverts account to integrate with Intercom.

      Note: If you have not set up a WhatConverts account in Zapier, you can follow the detailed instructions in Connecting to Zapier.

    Set up your Template as follows:

      Lead Type: Chat
      Profile: Your WhatConverts Profile
      Referrer Source: Utm Source
      Referrer Medium: Utm Medium
      Referrer Campaign: Utm Campaign
      Referrer Content: Utm Content
      Referrer Keyword: Utm Term
      Gclid: Custom Attributes Gclid

    User ID: Custom Attributes User ID

    Add the following field under Additional Fields:

      Transcript: Messages Body
      Email: User Email
      Name: User Name
      Transcript URL: Links Conversation Web

      Set up WhatConverts Lead for Intercom

      Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".

      5Log into the WhatConverts profile set up in the Zap. Click "Leads" in the top menu. Review the Intercom Chat that was sent in the previous step.

      Intercom Test Lead

      If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    Intercom is a popular web chat service that you add to your website to interact with visitors to your site. Using Zapier, you can integrate Intercom with WhatConverts and get your chat information with marketing data on your WhatConverts dashboard.

      Note: If you haven't added your WhatConverts tracking script to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Intercom Integration Code

    1On your website where you have placed your Intercom Javascript Installation Code, replace your Intercom Basic Javascript for Website Visitors Installation Code.

    <script>
    var cookie = oqhaqzwnbjgcpycneryg('wc_client');
        var source='',medium='',campaign='',content='',keyword='',gclid='',landing_page='',user_id='',msclkid='';
    if (cookie) {
        var cookie_parts = cookie.split('+..+');
        if (cookie_parts[0])
            source = cookie_parts[0];
        if (cookie_parts[1])
            medium = cookie_parts[1];
        if (cookie_parts[2])
    	campaign = cookie_parts[2];
        if (cookie_parts[3])
    	content = cookie_parts[3];
        if (cookie_parts[4])
    	keyword = cookie_parts[4];
        if (cookie_parts[5])
    	gclid = cookie_parts[5];
        if (cookie_parts[6])
    	landing_page = cookie_parts[6];
        if (cookie_parts[7])
            user_id = cookie_parts[7];
        if (cookie_parts[8])
            msclkid = cookie_parts[8];
    }
    window.intercomSettings = {
        app_id: "********",
        source: source,
        medium: medium,
        campaign: campaign,
        content: content,
        keyword: keyword,
        gclid: gclid,
        landing_page: landing_page,
        user_id: user_id,
        msclkid: msclkid
    };
    </script>
    <script>(function(){var w=window;var ic=w.Intercom;if(typeof ic==="function"){ic('reattach_activator');ic('update',w.intercomSettings);}else{var d=document;var i=function(){i.c(arguments);};i.q=[];i.c=function(args){i.q.push(args);};w.Intercom=i;var l=function(){var s=d.createElement('script');s.type='text/javascript';s.async=true;s.src='https://widget.intercom.io/widget/*******';var x=d.getElementsByTagName('script')[0];x.parentNode.insertBefore(s,x);};if(w.attachEvent){w.attachEvent('onload',l);}else{w.addEventListener('load',l,false);}}})();</script>
    

    Note: Replace ******* with your Intercom App ID. You can find your App ID inside of your Intercom Javascript Installation Code

    Intercom App ID

    2Go to Zapier and "Make a Zap". Select "Intercom" as your Trigger App and "New Closed Conversation" as the Trigger.

      Note: As you continue through setting up Intercom in Zapier, you will be prompted to follow Zapier's instructions to log into Intercom.

    Test your Trigger step on your website by starting and ending a chat, click "Test and Review" to pull in sample chats. Click the "gray down arrow" to review the chat and test to make sure you're using the most recent chat that ended. Click "Done Editing".

    3Add a Search Step by clicking "+" and selecting "Intercom" as your Action App in Step 2. Under the Search options, select "Find Lead" and click "Continue". Under Search Mode select "ID" and under Search Value select "User ID". Click "Continue". Test your step and, once successful, click "Finish".

    Search for Intercom Lead

    4Add a third Action Step and select "WhatConverts" as your Action App. Select "Create Lead" as the Action then click "Continue". Select your WhatConverts account to integrate with Intercom.

      Note: If you have not set up a WhatConverts account in Zapier, you can follow the detailed instructions in Connecting to Zapier.

    Set up your Template as follows:

      Lead Type: Chat
      Profile: Your WhatConverts Profile
      Referrer Source: Utm Source
      Referrer Medium: Utm Medium
      Referrer Campaign: Utm Campaign
      Referrer Content: Utm Content
      Referrer Keyword: Utm Term
      Gclid: Custom Attributes Gclid

    User ID: Custom Attributes User ID

    Add the following field under Additional Fields:

      Transcript: Messages Body
      Email: User Email
      Name: User Name
      Transcript URL: Links Conversation Web

      Set up WhatConverts Lead for Intercom

      Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".

      5Go to WhatConverts. Select your profile and click "Dashboard". Find your new Chat Lead and click "View Details". You can now see your chat leads importing from Intercom.

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    We capture the full chat ticket information and store the lead with its marketing data.

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    Add Marketing Data to Chat
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    Chat Tracking in Google Analytics
    Lead Tracking Chat Tracking in Google Analytics

    Automatically send chat events to Google Analytics to define conversion funnels.

    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

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