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Intercom Chat Integration

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.

1On your website where you have placed your Intercom Javascript Installation Code, add the following above your Intercom Javascript Installation Code.

<script>
var cookie = source_v = medium_v = campaign_v = content_v = keyword_v = gclid_v = landing_page_v = '';
cookie = oqhaqzwnbjgcpycneryg('wc_client');
if (cookie) {
	var cookie_parts = cookie.split('+..+');
	if (cookie_parts[0])
		source_v = cookie_parts[0];
	if (cookie_parts[1])
		medium_v = cookie_parts[1];
	if (cookie_parts[2])
		campaign_v = cookie_parts[2];
	if (cookie_parts[3])
		content_v = cookie_parts[3];
	if (cookie_parts[4])
		keyword_v = cookie_parts[4];
	if (cookie_parts[5])
		gclid_v = cookie_parts[5];
	if (cookie_parts[6])
		landing_page_v = cookie_parts[6];
}
window.intercomSettings = {
	app_id: "********",
	source: source_v,
	medium: medium_v,
	campaign: campaign_v,
	content: content_v,
	keyword: keyword_v,
	gclid: gclid_v,
	landing_page: landing_page_v
};
</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, click “View Your Message” and then “Continue“.

Intercom Successful

3Add a Search Step by 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 Step. Select “Create Lead” 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

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.