Intercom app

Track leads and users on your site, filter customers by their actions, set up custom data and more.

Get started with Contacts

Beth-Ann Sher

Cameron Gumley

Eric Fitzgerald

Tracking your customers in Intercom for better relationships.

Contacts

A guide to how standard and custom data attributes work in Intercom.

Tracking user data in Intercom

Quickly and easily create a new user or lead in your Intercom workspace.

Create new Leads and Users in Intercom

How visitors become leads, how leads become users and more.

How do visitors, leads and users work in Intercom?

How to manually and automatically merge lead and user profiles, so a user's information is tied to a single profile.

Merge lead and user profiles

How to update your data automatically, and best practices for manually updating data.

Edit and update data

Filter your customers by their UTM parameters, so you can track their journey to purchasing your product.

Track conversions and clicks with UTM parameters

How to view, filter, search and segment your users and companies from Contacts.

The people list and company list explained

Filter your contacts list by certain rules to create and save user segments which you can later use for messaging campaigns.

How to segment your contacts

You can filter your leads and users in many ways, to create a segment, or target them with a message.

How do customer filters work?

Filter your leads and users by combining "And" with "Or" rules to create more targeted audiences.

Create more targeted audiences with And / Or rules

Learn how dates are stored in Intercom, what formats we accept, and how your device’s timezone influences which dates you see.

How dates work in Intercom

Use tags to better organize your users' activity and behaviour.

Group your users by tags

Identify new company segments, message a company, and remove users from a company.

Group your users by company

Understand how qualification data can be used to group leads under Qualification Companies.

Group your leads by Qualification Company

What is user_id and why would I want to use it?

Learn the difference between the Intercom ID and a custom user_id, and follow best practices to ensure accurate customer data and identification.

Understanding and managing user IDs

See exactly which values survive, and what gets deleted, before you merge a duplicate lead into a user from the Inbox.

Preview what happens before you merge two contact profiles

Tracking, filtering & grouping your customers

Create and track custom data that matters to your business.

Create and track custom data attributes (CDAs)

If you run into trouble tracking events in Intercom, this article has answers to common questions.

Event Limits, Troubleshooting and F.A.Q

Send Intercom the data about your users that matters most to you.

Customize Intercom to be about your users

When to use custom attributes and events to track your customers' actions.

Custom attributes vs events: what's the difference?

Record specific actions users take in your product, then filter and message based on actions they take

Record customer activity with event tracking

How to set up events to track user behavior.

Set up event tracking in Intercom

Track every change to your contacts — creations, role changes, deletions, and merges — through a single cursor-paginated API endpoint.

Track contact changes with the Contacts Activity API

Dawn Perrott

Sending custom data and events to Intercom

Automatically and manually capture meaningful data about your new leads.

Define the right qualification data for your business

See the conversations you’ve had with companies and users, the plan they’re on, what they do in your app, where they’re located and more.

Know every user and company personally

As soon as you install Intercom you can answer these questions about who your users are and what they do in your product.

Get valuable user insight from day one

Let teammates chat to their leads faster by assigning them as owners.

Assign an owner to your leads and users

Set up desktop, mobile or email notifications to alert you to activity

Get alerts when a lead you own revisits your site

A resource to help you plan and build custom data specs for engineering.

Custom data planning tool

Your tagging needs will change over time. Manage tags effectively by updating or removing tags you no longer need.

Create, edit, archive, or delete tags

Can I add descriptions to my custom attributes and events?

How to protect yourself against email list bombing

Country, browser, timezone, region and OS reference list

How attributes can power your Fin Tasks, Workflows, and Data connectors

How to personalize messages and troubleshoot common issues with name variables.

How to use name variables in Intercom

Scott Southard

Courtney Rivas

Getting the most from your customer data

Import your users into Intercom from Mailchimp, Mixpanel or a CSV.

Import your user data into Intercom

Import your Mixpanel contacts

Import your MailChimp contacts

Sync your user's activity with Intercom whenever they make a payment through Stripe.

Get started with Intercom by integrating Stripe

Manage and import customer phone numbers using correct number formatting.

Customer phone numbers

Importing customers and their data

Contacts FAQs

How to archive a user or lead

How to export users, leads, or company data

Matthew Pelyhes

FAQs

Community

Product Changes

Home

Developers

Webinars

Blog

About

Academy

Terms

Developer Hub

Privacy

Resources

Support

Company

Contact sales

View demo

Start free trial

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

Português do Brasil

English

Français

Deutsch

日本語

Español

url(https://downloads.intercomcdn.com/i/o/tx2p130c/958450/aef0f4dac050b5a8d4408c11dfef/c26be60cfd1ba40772b5ac48b95ab19b.png)

Contacts

Articles

Collections