We recently made it easier to sync people attributes between Intercom and Salesforce and gave you even more control over your integration through mapping controls and usage limits.
With this update, you can sync company and account data between Intercom and Salesforce, ensuring both systems are always up to date and unlocking more ways to use your Salesforce data in Intercom 🙌
See account data and company-specific details from Salesforce within Intercom, giving you even more context during customer conversations and removing the need to manually switch tabs.
Your Salesforce data is updated in real-time, meaning you can use those attributes in your existing campaigns and automations in Intercom - from targeting specific types of customers with Resolution Bot to segmenting users for an onboarding campaign in Series.
Sync attributes from Intercom to Salesforce or from Salesforce to Intercom to ensure all your customer data stays up to date.
If you're using the Salesforce app, you can configure your settings here. To learn more about the changes, visit our help center.
We’ve made changes to our Customer Engagement report to bring more valuable insights to your organization. Updates include:
To learn more, check out this article.
You can now see what changes have been made to a Series, including what was changed, when it was changed, and who changed it.
Within a Series, simply click “Last edited” or “Changelog” under “More”, and the change history will display in the changelog panel.
You can now run even more advanced conversation analysis by including conversation data attributes in conversation data exports.
To include this data in your exports, visit the conversation export page, expand the conversation information, check/uncheck the conversation data attributes field, and export.
To learn more, check out this article.
Now you can see conversations where Resolution Bot couldn't give an answer when in looping mode. This additional data can help you improve the bot's performance by creating more answers or updating ones that are not resolving customer questions completely.
To learn more, visit our help center.
Now you can start an outbound support conversation right from your Inbox. This lets you resolve complex issues more efficiently when you need additional input from customers or external partners.
You can also now use macros when starting new conversations. Visit our help center to learn more.
