Intercom

Intercom

Accessing Intercom data from Slack has never been easier. Get started in minutes.

Prerequisites

•	GetHarold app for Slack installed in your Slack workspace
•	App install access for Intercom (speak to your Intercom admin if you are unsure)

Set Up

1. Sign into GetHarold with Slack

Click the Sign in with Slack button to sign in and complete configuration:

2. Connect Intercom from the Configuration page

Click the CONNECT button for Intercom:

Follow the prompts from the service you are integrating to allow the required access.

3. You're done!

That's it! Confirm a successful Intercom connection via the Connected tag, but you are ready to start using the GetHarold app for Slack.

4. A note on access

By default, access to use the /harold command to search data from an integration you have connected will be restricted to GetHarold admins, and anyone you add from the users page.

This is indicated on the configuration page by the user count you can see in the above image.

If you wish to open up access to other users, or to open up the integration to everyone in your Slack account, click the user count to access the user access page for that integration.

Note that if restricted access is on, you will need to grant access on a per user basis.

5. Testing

To test the set up, go back to Slack and (in any channel) try one of the relevant slash commands...

/harold contact <QUERY>	Search for Intercom contacts/people matching your query. eg: /harold contact johnson
/harold company <QUERY>	Search for Intercom companies matching your query. eg: /harold company walmart

Note that these commands can also be made directly (without the /harold) as a direct message to @GetHarold.

Data Flows

GetHarold works with an "only as needed" methodology when it comes to data flows. As Intercom has an excellent search API for contacts (people), all /harold contact searches are done directly against Intercom. That is unforunately not the case for companies (no search API is available), so GetHarold will pull back company data to enable search.

You can confirm what access GetHarold uses upon connection, when authorizing...

All data flows (GetHarold does not update Intercom data)...

Notes
1. Data retrieved, but not stored, for contact search
2. As no company search API exists, snapshot data is pulled to enable company search
3. Intercom team/teammate information pulled to enable mapping to Slack users
4. See 3

Data Deletion

GetHarold deletes any stored data automatically when the Intercom integration is disconnected.

Contact [email protected] if you have questions, or require assistance, with this.

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Problems or Questions?